MWA
MFA Wealth Advisors’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,672
| Closed | -$226K | – | 349 |
|
|
2024
Q3 | $226K | Sell |
7,672
-101,247
| -93% | -$2.98M | 0.05% | 91 |
|
|
2024
Q2 | $3.14M | Buy |
108,919
+4,270
| +4% | +$123K | 0.69% | 35 |
|
|
2024
Q1 | $3.03M | Buy |
104,649
+4,490
| +4% | +$130K | 0.8% | 30 |
|
|
2023
Q4 | $2.91M | Sell |
100,159
-5,189
| -5% | -$151K | 0.82% | 27 |
|
|
2023
Q3 | $3.03M | Sell |
105,348
-657,601
| -86% | -$18.9M | 0.94% | 24 |
|
|
2023
Q2 | $22M | Sell |
762,949
-466,606
| -38% | -$13.4M | 6.91% | 4 |
|
|
2023
Q1 | $35.9M | Buy |
1,229,555
+84,661
| +7% | +$2.47M | 11.83% | 1 |
|
|
2022
Q4 | $33.1M | Sell |
1,144,894
-21,501
| -2% | -$621K | 11.98% | 1 |
|
|
2022
Q3 | $33.7M | Buy |
1,166,395
+35,022
| +3% | +$1.01M | 12.49% | 1 |
|
|
2022
Q2 | $33.3M | Buy |
+1,131,373
| New | +$33.3M | 12.17% | 1 |
|