MWA
MFA Wealth Advisors’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-32,375
| Closed | -$981K | – | 65 |
|
2022
Q1 | $981K | Buy |
32,375
+7,255
| +29% | +$220K | 0.31% | 42 |
|
2021
Q4 | $805K | Buy |
25,120
+2,522
| +11% | +$80.8K | 0.34% | 40 |
|
2021
Q3 | $730K | Buy |
22,598
+6,059
| +37% | +$196K | 0.34% | 40 |
|
2021
Q2 | $536K | Buy |
16,539
+5,890
| +55% | +$191K | 0.24% | 46 |
|
2021
Q1 | $342K | Buy |
10,649
+4,300
| +68% | +$138K | 0.17% | 51 |
|
2020
Q4 | $210K | Buy |
+6,349
| New | +$210K | 0.19% | 41 |
|