MWA
MFA Wealth Advisors’s Blackstone BX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-454
| Closed | -$69.5K | – | 119 |
|
2024
Q3 | $69.5K | Hold |
454
| – | – | 0.02% | 159 |
|
2024
Q2 | $56.2K | Sell |
454
-2,101
| -82% | -$260K | 0.01% | 174 |
|
2024
Q1 | $336K | Sell |
2,555
-12
| -0.5% | -$1.58K | 0.09% | 70 |
|
2023
Q4 | $336K | Buy |
2,567
+12
| +0.5% | +$1.57K | 0.09% | 77 |
|
2023
Q3 | $274K | Sell |
2,555
-180
| -7% | -$19.3K | 0.09% | 71 |
|
2023
Q2 | $254K | Buy |
2,735
+100
| +4% | +$9.3K | 0.08% | 71 |
|
2023
Q1 | $231K | Buy |
+2,635
| New | +$231K | 0.08% | 67 |
|