MWA
MFA Wealth Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-305,525
| Closed | -$16.7M | – | 53 |
|
|
2019
Q4 | $16.7M | Buy |
305,525
+9,258
| +3% | +$507K | 12.14% | 2 |
|
|
2019
Q3 | $15.2M | Buy |
296,267
+7,780
| +3% | +$399K | 12.38% | 2 |
|
|
2019
Q2 | $14.8M | Buy |
288,487
+14,374
| +5% | +$738K | 11.15% | 2 |
|
|
2019
Q1 | $13.8M | Buy |
274,113
+46,220
| +20% | +$2.33M | 9.08% | 2 |
|
|
2018
Q4 | $10.1M | Buy |
227,893
+11,387
| +5% | +$506K | 10.14% | 3 |
|
|
2018
Q3 | $10.9M | Buy |
216,506
+209,120
| +2,831% | +$10.5M | 8.1% | 3 |
|
|
2018
Q2 | $395K | Buy |
+7,386
| New | +$395K | 0.26% | 45 |
|
|
2018
Q1 | – | Sell |
-65,906
| Closed | -$6.87M | – | 53 |
|
|
2017
Q4 | $6.87M | Buy |
+65,906
| New | +$6.87M | 4.67% | 5 |
|