MWA
MFA Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-140
| Closed | -$15.5K | – | 361 |
|
|
2024
Q3 | $15.5K | Hold |
140
| – | – | ﹤0.01% | 289 |
|
|
2024
Q2 | $14.9K | Buy |
+140
| New | +$14.9K | ﹤0.01% | 295 |
|
|
2020
Q3 | – | Sell |
-221
| Closed | -$27.2K | – | 209 |
|
|
2020
Q2 | $27.2K | Buy |
+221
| New | +$27.2K | 0.02% | 99 |
|
|
2019
Q2 | – | Sell |
-1,887
| Closed | -$204K | – | 52 |
|
|
2019
Q1 | $204K | Sell |
1,887
-172
| -8% | -$18.6K | 0.13% | 52 |
|
|
2018
Q4 | $226K | Sell |
2,059
-679
| -25% | -$74.5K | 0.23% | 35 |
|
|
2018
Q3 | $291K | Buy |
2,738
+140
| +5% | +$14.9K | 0.22% | 42 |
|
|
2018
Q2 | $283K | Buy |
2,598
+108
| +4% | +$11.8K | 0.19% | 49 |
|
|
2018
Q1 | $274K | Buy |
2,490
+196
| +9% | +$21.6K | 0.21% | 43 |
|
|
2017
Q4 | $259K | Buy |
+2,294
| New | +$259K | 0.18% | 55 |
|