MWA
MFA Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21
| Closed | -$11.4K | – | 528 |
|
|
2024
Q2 | $11.4K | Buy |
+21
| New | +$11.4K | ﹤0.01% | 319 |
|
|
2022
Q2 | – | Sell |
-1,154
| Closed | -$521K | – | 66 |
|
|
2022
Q1 | $521K | Sell |
1,154
-647
| -36% | -$292K | 0.17% | 53 |
|
|
2021
Q4 | $856K | Buy |
+1,801
| New | +$856K | 0.36% | 39 |
|
|
2018
Q1 | – | Sell |
-726
| Closed | -$205K | – | 61 |
|
|
2017
Q4 | $205K | Buy |
+726
| New | +$205K | 0.14% | 56 |
|