MWA
MFA Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33
| Closed | -$3.47K | – | 328 |
|
|
2024
Q3 | $3.47K | Sell |
33
-3
| -8% | -$316 | ﹤0.01% | 409 |
|
|
2024
Q2 | $3.66K | Buy |
+36
| New | +$3.66K | ﹤0.01% | 414 |
|
|
2018
Q1 | – | Sell |
-20,513
| Closed | -$1.55M | – | 59 |
|
|
2017
Q4 | $1.55M | Buy |
+20,513
| New | +$1.55M | 1.05% | 22 |
|