SWM
MFA
Selective Wealth Management’s MFA Financial MFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,072
| Closed | -$111K | – | 104 |
|
|
2023
Q4 | $111K | Hold |
10,072
| – | – | 0.06% | 87 |
|
|
2023
Q3 | $86.2K | Sell |
10,072
-50
| -0.5% | -$428 | 0.05% | 88 |
|
|
2023
Q2 | $111K | Buy |
+10,122
| New | +$111K | 0.06% | 118 |
|
|
2022
Q4 | $131K | Sell |
11,459
-3,200
| -22% | -$36.5K | 0.07% | 124 |
|
|
2022
Q3 | $114K | Sell |
14,659
-2,857
| -16% | -$22.2K | 0.05% | 188 |
|
|
2022
Q2 | $188K | Sell |
17,516
-2,934
| -14% | -$31.5K | 0.07% | 149 |
|
|
2022
Q1 | $82K | Buy |
+20,450
| New | +$82K | 0.03% | 231 |
|