PIWA
Prevail Innovative Wealth Advisors’s Zoetis ZTS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-26,592
| Closed | -$4.61M | – | 207 |
|
2024
Q2 | $4.61M | Buy |
26,592
+7,615
| +40% | +$1.32M | 1.63% | 9 |
|
2024
Q1 | $3.21M | Buy |
18,977
+3,738
| +25% | +$633K | 1.19% | 19 |
|
2023
Q4 | $3.01M | Buy |
15,239
+1,861
| +14% | +$367K | 1.44% | 16 |
|
2023
Q3 | $2.33M | Buy |
13,378
+4,901
| +58% | +$853K | 1.21% | 32 |
|
2023
Q2 | $1.46M | Buy |
+8,477
| New | +$1.46M | 0.8% | 43 |
|