PIWA
Prevail Innovative Wealth Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,792
| Closed | -$480K | – | 197 |
|
|
2024
Q4 | $480K | Buy |
+11,792
| New | +$480K | 0.14% | 129 |
|
|
2024
Q2 | – | Sell |
-13,617
| Closed | -$538K | – | 193 |
|
|
2024
Q1 | $538K | Buy |
13,617
+7,991
| +142% | +$316K | 0.2% | 125 |
|
|
2023
Q4 | $225K | Buy |
+5,626
| New | +$225K | 0.11% | 126 |
|
|
2023
Q3 | – | Sell |
-25,239
| Closed | -$951K | – | 165 |
|
|
2023
Q2 | $951K | Buy |
+25,239
| New | +$951K | 0.52% | 64 |
|