MWA
MFA Wealth Advisors’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-174,122
| Closed | -$6.87M | – | 61 |
|
|
2019
Q4 | $6.87M | Buy |
174,122
+6,479
| +4% | +$256K | 4.99% | 7 |
|
|
2019
Q3 | $6.37M | Buy |
167,643
+7,153
| +4% | +$272K | 5.18% | 7 |
|
|
2019
Q2 | $6.11M | Buy |
160,490
+3,178
| +2% | +$121K | 4.59% | 8 |
|
|
2019
Q1 | $5.95M | Buy |
157,312
+469
| +0.3% | +$17.7K | 3.91% | 9 |
|
|
2018
Q4 | $5.34M | Buy |
+156,843
| New | +$5.34M | 5.35% | 7 |
|