MWA
MFA Wealth Advisors’s US Commodity Index USCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-35
| Closed | -$2.18K | – | 379 |
|
2024
Q3 | $2.18K | Sell |
35
-1
| -3% | -$62 | ﹤0.01% | 435 |
|
2024
Q2 | $2.24K | Buy |
+36
| New | +$2.24K | ﹤0.01% | 442 |
|
2019
Q3 | – | Sell |
-162,159
| Closed | -$6M | – | 43 |
|
2019
Q2 | $6M | Buy |
162,159
+3,887
| +2% | +$144K | 4.51% | 9 |
|
2019
Q1 | $6.13M | Buy |
158,272
+11,302
| +8% | +$438K | 4.03% | 7 |
|
2018
Q4 | $5.52M | Buy |
146,970
+3,293
| +2% | +$124K | 5.52% | 6 |
|
2018
Q3 | $5.57M | Sell |
143,677
-3,606
| -2% | -$140K | 4.15% | 8 |
|
2018
Q2 | $6.14M | Buy |
147,283
+14,863
| +11% | +$619K | 4.03% | 7 |
|
2018
Q1 | $5.88M | Sell |
132,420
-9,890
| -7% | -$439K | 4.43% | 7 |
|
2017
Q4 | $6.17M | Buy |
+142,310
| New | +$6.17M | 4.19% | 7 |
|