Bartlett & Co 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 | $71.1K | Hold |
570
| – | – | ﹤0.01% | 604 |
|
|
2025
Q1 | $65.1K | Hold |
570
| – | – | ﹤0.01% | 608 |
|
|
2024
Q4 | $66K | Buy |
570
+170
| +43% | +$19.7K | ﹤0.01% | 598 |
|
|
2024
Q3 | $45.4K | Hold |
400
| – | – | ﹤0.01% | 670 |
|
|
2024
Q2 | $43.5K | Hold |
400
| – | – | ﹤0.01% | 678 |
|
|
2024
Q1 | $42.3K | Hold |
400
| – | – | ﹤0.01% | 690 |
|
|
2023
Q4 | $38.1K | Hold |
400
| – | – | ﹤0.01% | 748 |
|
|
2023
Q3 | $34K | Hold |
400
| – | – | ﹤0.01% | 724 |
|
|
2023
Q2 | $35.2K | Buy |
+400
| New | +$35.2K | ﹤0.01% | 724 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$64 | – | 759 |
|
|
2018
Q4 | $64 | Hold |
1
| – | – | ﹤0.01% | 687 |
|
|
2018
Q3 | $77 | Hold |
1
| – | – | ﹤0.01% | 696 |
|
|
2018
Q2 | $72 | Buy |
+1
| New | +$72 | ﹤0.01% | 699 |
|