MWA
MFA Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16
| Closed | -$1K | – | 152 |
|
|
2024
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 455 |
|
|
2024
Q2 | $922 | Buy |
+16
| New | +$922 | ﹤0.01% | 478 |
|
|
2023
Q1 | – | Sell |
-189,438
| Closed | -$9.47M | – | 71 |
|
|
2022
Q4 | $9.47M | Sell |
189,438
-4,932
| -3% | -$247K | 3.43% | 9 |
|
|
2022
Q3 | $8.64M | Buy |
194,370
+1,391
| +0.7% | +$61.9K | 3.2% | 10 |
|
|
2022
Q2 | $9.2M | Buy |
192,979
+11,048
| +6% | +$527K | 3.36% | 9 |
|
|
2022
Q1 | $9.72M | Sell |
181,931
-639
| -0.4% | -$34.1K | 3.1% | 10 |
|
|
2021
Q4 | $10.1M | Sell |
182,570
-3,419
| -2% | -$190K | 4.29% | 7 |
|
|
2021
Q3 | $9.35M | Buy |
185,989
+6,335
| +4% | +$318K | 4.29% | 7 |
|
|
2021
Q2 | $9.05M | Buy |
179,654
+42,482
| +31% | +$2.14M | 4.09% | 7 |
|
|
2021
Q1 | $6.62M | Buy |
137,172
+15,240
| +12% | +$735K | 3.21% | 11 |
|
|
2020
Q4 | $5.47M | Buy |
121,932
+554
| +0.5% | +$24.8K | 4.87% | 10 |
|
|
2020
Q3 | $4.83M | Sell |
121,378
-6,913
| -5% | -$275K | 5.13% | 9 |
|
|
2020
Q2 | $4.82M | Sell |
128,291
-49,533
| -28% | -$1.86M | 3.12% | 15 |
|
|
2020
Q1 | $5.8M | Buy |
+177,824
| New | +$5.8M | 5.63% | 4 |
|