Avantax Planning Partners’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
2018
Q2
Sell
-2,850
Closed -$200K 1253
2018
Q1
$200K Hold
2,850
0.02% 291
2017
Q4
$202K Buy
+2,850
New +$202K 0.02% 294