MWA
MFA Wealth Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Hold |
969
| – | – | 0.09% | 76 |
|
|
2025
Q1 | $317K | Sell |
969
-83
| -8% | -$27.2K | 0.08% | 73 |
|
|
2024
Q4 | $343K | Sell |
1,052
-96
| -8% | -$31.3K | 0.09% | 63 |
|
|
2024
Q3 | $267K | Buy |
1,148
+43
| +4% | +$10K | 0.06% | 82 |
|
|
2024
Q2 | $309K | Sell |
1,105
-1,375
| -55% | -$384K | 0.07% | 79 |
|
|
2024
Q1 | $655K | Buy |
2,480
+115
| +5% | +$30.4K | 0.17% | 60 |
|
|
2023
Q4 | $538K | Sell |
2,365
-66
| -3% | -$15K | 0.15% | 60 |
|
|
2023
Q3 | $578K | Buy |
+2,431
| New | +$578K | 0.18% | 57 |
|