MWA
MFA Wealth Advisors’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-112,912
| Closed | -$7.3M | – | 59 |
|
|
2019
Q4 | $7.3M | Buy |
112,912
+4,049
| +4% | +$262K | 5.29% | 6 |
|
|
2019
Q3 | $6.49M | Buy |
108,863
+1,761
| +2% | +$105K | 5.28% | 6 |
|
|
2019
Q2 | $6.52M | Buy |
107,102
+5,226
| +5% | +$318K | 4.91% | 7 |
|
|
2019
Q1 | $6.09M | Buy |
101,876
+12,365
| +14% | +$739K | 4% | 8 |
|
|
2018
Q4 | $4.83M | Buy |
89,511
+2,741
| +3% | +$148K | 4.83% | 8 |
|
|
2018
Q3 | $5.22M | Buy |
86,770
+4,052
| +5% | +$244K | 3.89% | 9 |
|
|
2018
Q2 | $5.55M | Buy |
82,718
+62,919
| +318% | +$4.22M | 3.64% | 8 |
|
|
2018
Q1 | $4.7M | Sell |
19,799
-2,817
| -12% | -$668K | 3.54% | 8 |
|
|
2017
Q4 | $5.36M | Buy |
+22,616
| New | +$5.36M | 3.64% | 9 |
|