MWA
MFA Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-259
| Closed | -$6.52K | – | 354 |
|
|
2024
Q3 | $6.52K | Hold |
259
| – | – | ﹤0.01% | 364 |
|
|
2024
Q2 | $6.34K | Buy |
+259
| New | +$6.34K | ﹤0.01% | 375 |
|
|
2021
Q4 | – | Sell |
-22,395
| Closed | -$582K | – | 74 |
|
|
2021
Q3 | $582K | Hold |
22,395
| – | – | 0.27% | 44 |
|
|
2021
Q2 | $583K | Sell |
22,395
-637
| -3% | -$16.6K | 0.26% | 44 |
|
|
2021
Q1 | $599K | Sell |
23,032
-4,326
| -16% | -$113K | 0.29% | 42 |
|
|
2020
Q4 | $716K | Buy |
+27,358
| New | +$716K | 0.64% | 24 |
|
|
2020
Q3 | – | Sell |
-785
| Closed | -$20.4K | – | 204 |
|
|
2020
Q2 | $20.4K | Buy |
+785
| New | +$20.4K | 0.01% | 119 |
|