MWA
MFA Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-598
| Closed | -$47.1K | – | 122 |
|
|
2020
Q2 | $47.1K | Sell |
598
-3,782
| -86% | -$298K | 0.03% | 74 |
|
|
2020
Q1 | $286K | Buy |
+4,380
| New | +$286K | 0.28% | 42 |
|
|
2019
Q2 | – | Sell |
-2,764
| Closed | -$229K | – | 47 |
|
|
2019
Q1 | $229K | Buy |
+2,764
| New | +$229K | 0.15% | 51 |
|
|
2018
Q4 | – | Sell |
-2,874
| Closed | -$220K | – | 47 |
|
|
2018
Q3 | $220K | Sell |
2,874
-55
| -2% | -$4.21K | 0.16% | 48 |
|
|
2018
Q2 | $231K | Buy |
+2,929
| New | +$231K | 0.15% | 56 |
|