MWA
MFA Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-199
| Closed | -$115K | – | 228 |
|
|
2024
Q3 | $115K | Sell |
199
-20
| -9% | -$11.5K | 0.03% | 128 |
|
|
2024
Q2 | $120K | Buy |
+219
| New | +$120K | 0.03% | 125 |
|
|
2022
Q3 | – | Sell |
-1,140
| Closed | -$433K | – | 59 |
|
|
2022
Q2 | $433K | Sell |
1,140
-18,971
| -94% | -$7.21M | 0.16% | 48 |
|
|
2022
Q1 | $9.12M | Buy |
20,111
+8,085
| +67% | +$3.67M | 2.91% | 13 |
|
|
2021
Q4 | $5.74M | Buy |
+12,026
| New | +$5.74M | 2.43% | 15 |
|