MFA WEALTH ADVISORS, LLC – Schwab U.S. Large-Cap ETF Transaction History
MFA WEALTH ADVISORS, LLC portfolio value:
$1.56M
portfolio value
MFA WEALTH ADVISORS, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.22% | -1.62K shares | -158K | $42.35 | 36.94K |
| Q2 2022 | share | Increase | +1.46% | 556 shares | -324K | $44.66 | 38.57K |
| Q1 2022 | share | Decrease | -5.04% | -2.01K shares | -231K | $53.85 | 38.01K |
| Q4 2021 | share | Decrease | -11.92% | -2.70K shares | -86K | $114.22 | 20.01K |
| Q3 2021 | share | Increase | 0.00% | 22.72K shares | 2.36M | $104.03 | 22.72K |
| Q2 2021 | share | Decrease | -7.59% | -2.20K shares | 6K | $103.64 | 26.78K |
| Q1 2021 | share | Increase | +1055.58% | 26.47K shares | 2.55M | $95.42 | 28.98K |
| Q4 2020 | share | Increase | 0.00% | 2.50K shares | 228K | $90.1 | 2.50K |
| Q3 2020 | share | Decrease | -100.00% | -2.33K shares | -172.72K | $79.55 | 0 |
| Q2 2020 | share | Decrease | -95.36% | -47.93K shares | -2.90M | $72.65 | 2.33K |
| Q1 2020 | share | Increase | +1251.99% | 46.54K shares | 2.79M | $59.81 | 50.26K |
| Q4 2019 | share | Increase | +22.75% | 689 shares | 70K | $74.57 | 3.71K |
| Q3 2019 | share | Decrease | -41.49% | -2.14K shares | -148K | $68.44 | 3.02K |
| Q2 2019 | share | Decrease | -93.43% | -73.57K shares | -4.96M | $67.41 | 5.17K |
| Q1 2019 | share | Increase | 0.00% | 78.75K shares | 5.33M | $64.64 | 78.75K |
| Q4 2018 | share | Decrease | -100.00% | -169.91K shares | -11.04M | $56.83 | 0 |
| Q3 2018 | share | Decrease | -8.06% | -14.89K shares | -1.54M | $65.87 | 169.91K |
| Q2 2018 | share | Increase | +10.06% | 16.89K shares | 1.88M | $61.27 | 184.81K |
| Q1 2018 | share | Decrease | -10.99% | -20.73K shares | -1.96M | $59.2 | 167.91K |
| Q4 2017 | share | Increase | 0.00% | 188.65K shares | 12.65M | $59.61 | 188.65K |