BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $10.2K | Hold |
116
| – | – | ﹤0.01% | 694 |
|
|
2023
Q1 | $9.62K | Sell |
116
-448
| -79% | -$37.1K | ﹤0.01% | 710 |
|
|
2022
Q4 | $44.4K | Hold |
564
| – | – | 0.01% | 431 |
|
|
2022
Q3 | $41K | Sell |
564
-781
| -58% | -$56.8K | 0.01% | 437 |
|
|
2022
Q2 | $102K | Sell |
1,345
-500
| -27% | -$37.9K | 0.01% | 326 |
|
|
2022
Q1 | $170K | Hold |
1,845
| – | – | 0.02% | 284 |
|
|
2021
Q4 | $189K | Hold |
1,845
| – | – | 0.02% | 284 |
|
|
2021
Q3 | $186K | Hold |
1,845
| – | – | 0.02% | 292 |
|
|
2021
Q2 | $187K | Hold |
1,845
| – | – | 0.02% | 298 |
|
|
2021
Q1 | $175K | Buy |
+1,845
| New | +$175K | 0.02% | 304 |
|