MWA
MFA Wealth Advisors’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-250
| Closed | -$12.4K | – | 197 |
|
|
2020
Q2 | $12.4K | Buy |
+250
| New | +$12.4K | 0.01% | 148 |
|
|
2020
Q1 | – | Sell |
-12,086
| Closed | -$706K | – | 60 |
|
|
2019
Q4 | $706K | Hold |
12,086
| – | – | 0.51% | 26 |
|
|
2019
Q3 | $700K | Hold |
12,086
| – | – | 0.57% | 27 |
|
|
2019
Q2 | $665K | Hold |
12,086
| – | – | 0.5% | 28 |
|
|
2019
Q1 | $636K | Sell |
12,086
-1,729
| -13% | -$91K | 0.42% | 38 |
|
|
2018
Q4 | $644K | Buy |
13,815
+1,729
| +14% | +$80.6K | 0.64% | 23 |
|
|
2018
Q3 | $596K | Hold |
12,086
| – | – | 0.44% | 35 |
|
|
2018
Q2 | $595K | Hold |
12,086
| – | – | 0.39% | 38 |
|
|
2018
Q1 | $563K | Sell |
12,086
-8,097
| -40% | -$377K | 0.42% | 34 |
|
|
2017
Q4 | $983K | Buy |
+20,183
| New | +$983K | 0.67% | 30 |
|