MWA
MFA Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-188
| Closed | -$21.2K | – | 252 |
|
|
2024
Q3 | $21.2K | Hold |
188
| – | – | ﹤0.01% | 260 |
|
|
2024
Q2 | $20.1K | Buy |
+188
| New | +$20.1K | ﹤0.01% | 262 |
|
|
2021
Q3 | – | Sell |
-6,057
| Closed | -$814K | – | 63 |
|
|
2021
Q2 | $814K | Sell |
6,057
-86,256
| -93% | -$11.6M | 0.37% | 37 |
|
|
2021
Q1 | $12M | Buy |
92,313
+17,925
| +24% | +$2.33M | 5.83% | 3 |
|
|
2020
Q4 | $10.3M | Buy |
74,388
+1,677
| +2% | +$232K | 9.15% | 2 |
|
|
2020
Q3 | $9.8M | Buy |
72,711
+15,588
| +27% | +$2.1M | 10.41% | 2 |
|
|
2020
Q2 | $7.68M | Buy |
+57,123
| New | +$7.68M | 4.97% | 4 |
|
|
2020
Q1 | – | Sell |
-2,729
| Closed | -$350K | – | 52 |
|
|
2019
Q4 | $350K | Hold |
2,729
| – | – | 0.25% | 33 |
|
|
2019
Q3 | $348K | Hold |
2,729
| – | – | 0.28% | 33 |
|
|
2019
Q2 | $339K | Sell |
2,729
-852
| -24% | -$106K | 0.26% | 35 |
|
|
2019
Q1 | $426K | Sell |
3,581
-449
| -11% | -$53.4K | 0.28% | 45 |
|
|
2018
Q4 | $454K | Hold |
4,030
| – | – | 0.45% | 26 |
|
|
2018
Q3 | $452K | Hold |
4,030
| – | – | 0.34% | 39 |
|
|
2018
Q2 | $466K | Sell |
4,030
-532
| -12% | -$61.5K | 0.31% | 42 |
|
|
2018
Q1 | $524K | Sell |
4,562
-43
| -0.9% | -$4.94K | 0.4% | 35 |
|
|
2017
Q4 | $552K | Buy |
+4,605
| New | +$552K | 0.38% | 42 |
|