MFA WEALTH ADVISORS, LLC – Schwab U.S. Dividend Equity ETF Transaction History
MFA WEALTH ADVISORS, LLC portfolio value:
$10.73M
portfolio value
MFA WEALTH ADVISORS, LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.13% | 6.40K shares | -384K | $66.43 | 161.54K |
| Q2 2022 | share | Increase | +2.46% | 3.71K shares | -831K | $71.63 | 155.14K |
| Q1 2022 | share | Increase | +4.58% | 6.63K shares | 243K | $78.89 | 151.42K |
| Q4 2021 | share | Increase | +4.25% | 5.90K shares | 1.39M | $80.71 | 144.79K |
| Q3 2021 | share | Increase | 0.00% | 138.88K shares | 10.31M | $74.24 | 138.88K |
| Q2 2021 | share | Increase | +22.82% | 25.19K shares | 2.21M | $75.03 | 135.56K |
| Q1 2021 | share | Increase | +17.43% | 16.38K shares | 2.01M | $71.83 | 110.37K |
| Q4 2020 | share | Increase | +0.41% | 383 shares | 852K | $62.74 | 93.98K |
| Q3 2020 | share | Decrease | -1.68% | -1.60K shares | 248.98K | $53.59 | 93.60K |
| Q2 2020 | share | Increase | 0.00% | 95.20K shares | 4.92M | $49.64 | 95.20K |
| Q1 2020 | share | Decrease | -100.00% | -135.37K shares | -7.84M | $42.78 | 0 |
| Q4 2019 | share | Increase | +5.97% | 7.62K shares | 844K | $54.52 | 135.37K |
| Q3 2019 | share | Increase | +3.46% | 4.27K shares | 445K | $51.15 | 127.74K |
| Q2 2019 | share | Decrease | -0.33% | -404 shares | 78K | $49.11 | 123.47K |
| Q1 2019 | share | Increase | 0.00% | 123.88K shares | 6.47M | $48 | 123.88K |