MWA
MFA Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-218
| Closed | -$18.9K | – | 190 |
|
|
2020
Q2 | $18.9K | Buy |
+218
| New | +$18.9K | 0.01% | 124 |
|
|
2018
Q4 | – | Sell |
-2,593
| Closed | -$216K | – | 54 |
|
|
2018
Q3 | $216K | Sell |
2,593
-242
| -9% | -$20.2K | 0.16% | 50 |
|
|
2018
Q2 | $236K | Sell |
2,835
-277
| -9% | -$23.1K | 0.15% | 54 |
|
|
2018
Q1 | $259K | Buy |
3,112
+6
| +0.2% | +$499 | 0.2% | 45 |
|
|
2017
Q4 | $260K | Buy |
+3,106
| New | +$260K | 0.18% | 54 |
|