Atticus 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 | $111K | Buy |
886
+3
| +0.3% | +$374 | 0.03% | 235 |
|
|
2025
Q1 | $101K | Buy |
883
+2
| +0.2% | +$228 | 0.03% | 161 |
|
|
2024
Q4 | $102K | Buy |
881
+3
| +0.3% | +$347 | 0.03% | 164 |
|
|
2024
Q3 | $99.7K | Buy |
878
+3
| +0.3% | +$341 | 0.03% | 171 |
|
|
2024
Q2 | $95.2K | Sell |
875
-147
| -14% | -$16K | 0.03% | 171 |
|
|
2024
Q1 | $108K | Buy |
1,022
+2
| +0.2% | +$212 | 0.04% | 161 |
|
|
2023
Q4 | $96.9K | Buy |
1,020
+3
| +0.3% | +$285 | 0.03% | 174 |
|
|
2023
Q3 | $86.4K | Buy |
1,017
+4
| +0.4% | +$340 | 0.03% | 187 |
|
|
2023
Q2 | $89.2K | Buy |
1,013
+4
| +0.4% | +$352 | 0.03% | 189 |
|
|
2023
Q1 | $83.6K | Buy |
1,009
+4
| +0.4% | +$332 | 0.03% | 193 |
|
|
2022
Q4 | $79.2K | Buy |
+1,005
| New | +$79.2K | 0.03% | 200 |
|