MWA
MFA Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32
| Closed | -$7.07K | – | 230 |
|
|
2024
Q3 | $7.07K | Hold |
32
| – | – | ﹤0.01% | 357 |
|
|
2024
Q2 | $6.49K | Buy |
+32
| New | +$6.49K | ﹤0.01% | 371 |
|
|
2022
Q3 | – | Sell |
-2,144
| Closed | -$363K | – | 60 |
|
|
2022
Q2 | $363K | Sell |
2,144
-815
| -28% | -$138K | 0.13% | 49 |
|
|
2022
Q1 | $606K | Sell |
2,959
-23,698
| -89% | -$4.85M | 0.19% | 50 |
|
|
2021
Q4 | $5.93M | Sell |
26,657
-50
| -0.2% | -$11.1K | 2.51% | 14 |
|
|
2021
Q3 | $5.84M | Buy |
26,707
+780
| +3% | +$171K | 2.68% | 14 |
|
|
2021
Q2 | $5.95M | Buy |
25,927
+1,731
| +7% | +$397K | 2.69% | 14 |
|
|
2021
Q1 | $5.34M | Buy |
+24,196
| New | +$5.34M | 2.59% | 16 |
|