MWA
MFA Wealth Advisors’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,197
| Closed | -$457K | – | 61 |
|
|
2022
Q1 | $457K | Buy |
8,197
+1,580
| +24% | +$88.1K | 0.15% | 55 |
|
|
2021
Q4 | $390K | Buy |
6,617
+509
| +8% | +$30K | 0.17% | 53 |
|
|
2021
Q3 | $329K | Sell |
6,108
-1,013
| -14% | -$54.6K | 0.15% | 52 |
|
|
2021
Q2 | $380K | Buy |
7,121
+2,327
| +49% | +$124K | 0.17% | 51 |
|
|
2021
Q1 | $238K | Buy |
+4,794
| New | +$238K | 0.12% | 58 |
|