MWA
MFA Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,368
| Closed | -$119K | – | 186 |
|
|
2020
Q2 | $119K | Buy |
+2,368
| New | +$119K | 0.08% | 51 |
|
|
2020
Q1 | – | Sell |
-17,958
| Closed | -$1.08M | – | 58 |
|
|
2019
Q4 | $1.08M | Sell |
17,958
-556
| -3% | -$33.5K | 0.78% | 21 |
|
|
2019
Q3 | $1.05M | Sell |
18,514
-9,593
| -34% | -$544K | 0.85% | 19 |
|
|
2019
Q2 | $1.58M | Sell |
28,107
-539
| -2% | -$30.3K | 1.19% | 16 |
|
|
2019
Q1 | $1.57M | Sell |
28,646
-3,023
| -10% | -$165K | 1.03% | 22 |
|
|
2018
Q4 | $1.56M | Sell |
31,669
-76
| -0.2% | -$3.74K | 1.56% | 14 |
|
|
2018
Q3 | $1.71M | Buy |
31,745
+2
| +0% | +$108 | 1.27% | 20 |
|
|
2018
Q2 | $1.78M | Sell |
31,743
-66
| -0.2% | -$3.69K | 1.17% | 19 |
|
|
2018
Q1 | $1.68M | Sell |
31,809
-18,661
| -37% | -$983K | 1.26% | 18 |
|
|
2017
Q4 | $2.88M | Buy |
+50,470
| New | +$2.88M | 1.96% | 15 |
|