MWA
MFA Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13
| Closed | -$658 | – | 331 |
|
|
2024
Q3 | $658 | Hold |
13
| – | – | ﹤0.01% | 467 |
|
|
2024
Q2 | $634 | Buy |
+13
| New | +$634 | ﹤0.01% | 488 |
|
|
2021
Q2 | – | Sell |
-84,734
| Closed | -$4.78M | – | 65 |
|
|
2021
Q1 | $4.78M | Buy |
+84,734
| New | +$4.78M | 2.32% | 18 |
|
|
2020
Q3 | – | Sell |
-462
| Closed | -$27.2K | – | 185 |
|
|
2020
Q2 | $27.2K | Sell |
462
-70,733
| -99% | -$4.16M | 0.02% | 100 |
|
|
2020
Q1 | $4.19M | Buy |
+71,195
| New | +$4.19M | 4.07% | 9 |
|
|
2019
Q2 | – | Sell |
-42,613
| Closed | -$2.3M | – | 51 |
|
|
2019
Q1 | $2.3M | Buy |
+42,613
| New | +$2.3M | 1.51% | 19 |
|
|
2018
Q4 | – | Sell |
-45,711
| Closed | -$2.36M | – | 51 |
|
|
2018
Q3 | $2.36M | Sell |
45,711
-5,751
| -11% | -$297K | 1.76% | 17 |
|
|
2018
Q2 | $2.69M | Buy |
51,462
+602
| +1% | +$31.5K | 1.77% | 15 |
|
|
2018
Q1 | $2.65M | Sell |
50,860
-1,132
| -2% | -$59K | 2% | 14 |
|
|
2017
Q4 | $2.74M | Buy |
+51,992
| New | +$2.74M | 1.86% | 18 |
|