MFA
Mayflower Financial Advisors’s SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,561
| Closed | -$436K | – | 362 |
|
|
2022
Q3 | $436K | Buy |
13,561
+497
| +4% | +$16K | 0.07% | 206 |
|
|
2022
Q2 | $418K | Sell |
13,064
-953
| -7% | -$30.5K | 0.06% | 209 |
|
|
2022
Q1 | $572K | Buy |
14,017
+737
| +6% | +$30.1K | 0.08% | 182 |
|
|
2021
Q4 | $604K | Buy |
13,280
+2,442
| +23% | +$111K | 0.08% | 174 |
|
|
2021
Q3 | $495K | Buy |
10,838
+1,895
| +21% | +$86.6K | 0.07% | 192 |
|
|
2021
Q2 | $428K | Sell |
8,943
-651
| -7% | -$31.2K | 0.06% | 187 |
|
|
2021
Q1 | $436K | Buy |
+9,594
| New | +$436K | 0.06% | 181 |
|