MWA
MFA Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-429
| Closed | -$22.1K | – | 184 |
|
|
2020
Q2 | $22.1K | Buy |
+429
| New | +$22.1K | 0.01% | 112 |
|
|
2019
Q2 | – | Sell |
-35,051
| Closed | -$1.77M | – | 50 |
|
|
2019
Q1 | $1.77M | Buy |
+35,051
| New | +$1.77M | 1.16% | 20 |
|
|
2018
Q4 | – | Sell |
-37,341
| Closed | -$1.86M | – | 50 |
|
|
2018
Q3 | $1.86M | Sell |
37,341
-4,815
| -11% | -$239K | 1.38% | 19 |
|
|
2018
Q2 | $2.09M | Buy |
42,156
+929
| +2% | +$46K | 1.37% | 18 |
|
|
2018
Q1 | $2.04M | Buy |
41,227
+415
| +1% | +$20.5K | 1.54% | 17 |
|
|
2017
Q4 | $2.04M | Buy |
+40,812
| New | +$2.04M | 1.38% | 21 |
|