Beaumont Financial 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
Q4 | – | Sell |
-2,655
| Closed | -$226K | – | 349 |
|
|
2023
Q3 | $226K | Sell |
2,655
-534
| -17% | -$45.4K | 0.02% | 292 |
|
|
2023
Q2 | $281K | Hold |
3,189
| – | – | 0.03% | 274 |
|
|
2023
Q1 | $264K | Hold |
3,189
| – | – | 0.03% | 267 |
|
|
2022
Q4 | $251K | Sell |
3,189
-425
| -12% | -$33.5K | 0.03% | 278 |
|
|
2022
Q3 | $263K | Buy |
3,614
+234
| +7% | +$17K | 0.03% | 263 |
|
|
2022
Q2 | $257K | Buy |
3,380
+85
| +3% | +$6.46K | 0.02% | 266 |
|
|
2022
Q1 | $304K | Sell |
3,295
-315
| -9% | -$29.1K | 0.02% | 276 |
|
|
2021
Q4 | $369K | Hold |
3,610
| – | – | 0.03% | 253 |
|
|
2021
Q3 | $365K | Hold |
3,610
| – | – | 0.03% | 247 |
|
|
2021
Q2 | $367K | Hold |
3,610
| – | – | 0.03% | 260 |
|
|
2021
Q1 | $343K | Hold |
3,610
| – | – | 0.03% | 250 |
|
|
2020
Q4 | $324K | Hold |
3,610
| – | – | 0.03% | 251 |
|
|
2020
Q3 | $277K | Hold |
3,610
| – | – | 0.03% | 269 |
|
|
2020
Q2 | $257K | Hold |
3,610
| – | – | 0.03% | 243 |
|
|
2020
Q1 | $213K | Hold |
3,610
| – | – | 0.03% | 217 |
|
|
2019
Q4 | $279K | Hold |
3,610
| – | – | 0.03% | 233 |
|
|
2019
Q3 | $265K | Hold |
3,610
| – | – | 0.03% | 232 |
|
|
2019
Q2 | $266K | Hold |
3,610
| – | – | 0.03% | 206 |
|
|
2019
Q1 | $256K | Buy |
+3,610
| New | +$256K | 0.03% | 200 |
|
|
2018
Q4 | – | Sell |
-2,793
| Closed | -$214K | – | 233 |
|
|
2018
Q3 | $214K | Buy |
+2,793
| New | +$214K | 0.02% | 211 |
|