MWA
MFA Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-642
| Closed | -$148K | – | 343 |
|
|
2024
Q3 | $148K | Sell |
642
-144
| -18% | -$33.2K | 0.03% | 111 |
|
|
2024
Q2 | $194K | Buy |
+786
| New | +$194K | 0.04% | 99 |
|
|
2023
Q3 | – | Sell |
-399
| Closed | -$202K | – | 79 |
|
|
2023
Q2 | $202K | Sell |
399
-52
| -12% | -$26.4K | 0.06% | 77 |
|
|
2023
Q1 | $201K | Buy |
+451
| New | +$201K | 0.07% | 69 |
|
|
2022
Q3 | – | Sell |
-1,009
| Closed | -$352K | – | 62 |
|
|
2022
Q2 | $352K | Sell |
1,009
-31,750
| -97% | -$11.1M | 0.13% | 50 |
|
|
2022
Q1 | $15.5M | Buy |
+32,759
| New | +$15.5M | 4.95% | 5 |
|