Bartlett & Co Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $72.7K | Hold |
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|
2025
Q2 | $71.1K | Hold |
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2025
Q1 | $65.1K | Hold |
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|
2024
Q4 | $66K | Buy |
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|
2024
Q3 | $45.4K | Hold |
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|
2024
Q2 | $43.5K | Hold |
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|
2024
Q1 | $42.3K | Hold |
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|
2023
Q4 | $38.1K | Hold |
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|
2023
Q3 | $34K | Hold |
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|
2023
Q2 | $35.2K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $64 | Hold |
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|
2018
Q3 | $77 | Hold |
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|
2018
Q2 | $72 | Buy |
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