PIWA
Prevail Innovative Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,585
| Closed | -$534K | – | 231 |
|
|
2025
Q1 | $534K | Buy |
+2,585
| New | +$534K | 0.14% | 143 |
|
|
2024
Q4 | – | Sell |
-2,006
| Closed | -$453K | – | 203 |
|
|
2024
Q3 | $453K | Sell |
2,006
-80
| -4% | -$18.1K | 0.14% | 123 |
|
|
2024
Q2 | $472K | Sell |
2,086
-996
| -32% | -$225K | 0.17% | 117 |
|
|
2024
Q1 | $642K | Buy |
+3,082
| New | +$642K | 0.24% | 113 |
|
|
2023
Q4 | – | Sell |
-4,187
| Closed | -$686K | – | 162 |
|
|
2023
Q3 | $686K | Sell |
4,187
-1,504
| -26% | -$247K | 0.36% | 73 |
|
|
2023
Q2 | $989K | Buy |
+5,691
| New | +$989K | 0.54% | 63 |
|