MWA
MFA Wealth Advisors’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-72
| Closed | -$3.22K | – | 404 |
|
|
2024
Q3 | $3.22K | Hold |
72
| – | – | ﹤0.01% | 412 |
|
|
2024
Q2 | $2.77K | Buy |
+72
| New | +$2.77K | ﹤0.01% | 433 |
|
|
2023
Q3 | – | Sell |
-29,741
| Closed | -$1.12M | – | 80 |
|
|
2023
Q2 | $1.12M | Buy |
29,741
+3,068
| +12% | +$116K | 0.35% | 39 |
|
|
2023
Q1 | $997K | Buy |
26,673
+1,023
| +4% | +$38.2K | 0.33% | 37 |
|
|
2022
Q4 | $947K | Buy |
25,650
+1,638
| +7% | +$60.5K | 0.34% | 35 |
|
|
2022
Q3 | $865K | Buy |
24,012
+197
| +0.8% | +$7.1K | 0.32% | 37 |
|
|
2022
Q2 | $973K | Sell |
23,815
-3,620
| -13% | -$148K | 0.36% | 38 |
|
|
2022
Q1 | $1.33M | Sell |
27,435
-67
| -0.2% | -$3.24K | 0.42% | 39 |
|
|
2021
Q4 | $1.43M | Buy |
27,502
+211
| +0.8% | +$10.9K | 0.6% | 31 |
|
|
2021
Q3 | $1.21M | Sell |
27,291
-3,888
| -12% | -$173K | 0.56% | 33 |
|
|
2021
Q2 | $1.38M | Sell |
31,179
-1,246
| -4% | -$55.2K | 0.62% | 31 |
|
|
2021
Q1 | $1.27M | Buy |
+32,425
| New | +$1.27M | 0.61% | 32 |
|
|
2020
Q3 | – | Sell |
-114,620
| Closed | -$3.99M | – | 237 |
|
|
2020
Q2 | $3.99M | Buy |
114,620
+103,824
| +962% | +$3.61M | 2.58% | 16 |
|
|
2020
Q1 | $329K | Sell |
10,796
-100,293
| -90% | -$3.06M | 0.32% | 40 |
|
|
2019
Q4 | $4.29M | Buy |
+111,089
| New | +$4.29M | 3.12% | 13 |
|