Allworth Financial’s SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874 | Sell |
7
-5
| -42% | -$624 | ﹤0.01% | 3986 |
|
|
2025
Q1 | $1.34K | Buy |
12
+5
| +71% | +$560 | ﹤0.01% | 3358 |
|
|
2024
Q4 | $835 | Hold |
7
| – | – | ﹤0.01% | 3455 |
|
|
2024
Q3 | $796 | Hold |
7
| – | – | ﹤0.01% | 3297 |
|
|
2024
Q2 | $766 | Hold |
7
| – | – | ﹤0.01% | 3256 |
|
|
2024
Q1 | $742 | Sell |
7
-1
| -13% | -$106 | ﹤0.01% | 3169 |
|
|
2023
Q4 | $760 | Sell |
8
-4,565
| -100% | -$434K | ﹤0.01% | 3040 |
|
|
2023
Q3 | $389K | Buy |
+4,573
| New | +$389K | ﹤0.01% | 540 |
|
|
2023
Q2 | – | Hold |
0
| – | -$12 | – | 3368 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3151 |
|