MWA
MFA Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-262
| Closed | -$23K | – | 402 |
|
|
2024
Q3 | $23K | Buy |
262
+100
| +62% | +$8.78K | 0.01% | 254 |
|
|
2024
Q2 | $14.8K | Buy |
+162
| New | +$14.8K | ﹤0.01% | 297 |
|
|
2020
Q3 | – | Sell |
-832
| Closed | -$31.5K | – | 236 |
|
|
2020
Q2 | $31.5K | Buy |
+832
| New | +$31.5K | 0.02% | 90 |
|