Aprio Wealth Management’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 | $349K | Sell |
2,793
-176
| -6% | -$22K | 0.04% | 248 |
|
|
2025
Q1 | $339K | Sell |
2,969
-290
| -9% | -$33.1K | 0.04% | 245 |
|
|
2024
Q4 | $377K | Buy |
3,259
+12
| +0.4% | +$1.39K | 0.06% | 172 |
|
|
2024
Q3 | $369K | Buy |
3,247
+3
| +0.1% | +$341 | 0.06% | 161 |
|
|
2024
Q2 | $353K | Buy |
3,244
+124
| +4% | +$13.5K | 0.06% | 143 |
|
|
2024
Q1 | $330K | Sell |
3,120
-274
| -8% | -$29K | 0.06% | 138 |
|
|
2023
Q4 | $322K | Buy |
3,394
+37
| +1% | +$3.52K | 0.07% | 126 |
|
|
2023
Q3 | $285K | Buy |
3,357
+79
| +2% | +$6.72K | 0.08% | 119 |
|
|
2023
Q2 | $289K | Buy |
3,278
+85
| +3% | +$7.48K | 0.08% | 110 |
|
|
2023
Q1 | $265K | Buy |
3,193
+624
| +24% | +$51.7K | 0.08% | 114 |
|
|
2022
Q4 | $202K | Buy |
+2,569
| New | +$202K | 0.07% | 120 |
|