MWA
MFA Wealth Advisors’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,988
| Closed | -$1.18M | – | 528 |
|
|
2024
Q1 | $1.18M | Hold |
23,988
| – | – | 0.31% | 44 |
|
|
2023
Q4 | $1.06M | Sell |
23,988
-698
| -3% | -$30.9K | 0.3% | 43 |
|
|
2023
Q3 | $979K | Buy |
24,686
+15,138
| +159% | +$600K | 0.3% | 42 |
|
|
2023
Q2 | $388K | Buy |
9,548
+1,025
| +12% | +$41.7K | 0.12% | 60 |
|
|
2023
Q1 | $320K | Buy |
+8,523
| New | +$320K | 0.11% | 63 |
|