Bell Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Buy |
6,663
+27
| +0.4% | +$3.37K | 0.14% | 58 |
|
|
2025
Q1 | $757K | Sell |
6,636
-331
| -5% | -$37.8K | 0.14% | 54 |
|
|
2024
Q4 | $807K | Sell |
6,967
-85
| -1% | -$9.84K | 0.15% | 56 |
|
|
2024
Q3 | $801K | Buy |
7,052
+50
| +0.7% | +$5.68K | 0.15% | 55 |
|
|
2024
Q2 | $762K | Buy |
7,002
+138
| +2% | +$15K | 0.15% | 56 |
|
|
2024
Q1 | $727K | Sell |
6,864
-466
| -6% | -$49.3K | 0.14% | 56 |
|
|
2023
Q4 | $696K | Buy |
7,330
+63
| +0.9% | +$5.99K | 0.14% | 53 |
|
|
2023
Q3 | $618K | Sell |
7,267
-157
| -2% | -$13.3K | 0.14% | 51 |
|
|
2023
Q2 | $654K | Buy |
7,424
+932
| +14% | +$82.1K | 0.15% | 50 |
|
|
2023
Q1 | $538K | Buy |
6,492
+1,118
| +21% | +$92.7K | 0.13% | 53 |
|
|
2022
Q4 | $423K | Buy |
5,374
+131
| +2% | +$10.3K | 0.11% | 57 |
|
|
2022
Q3 | $382K | Buy |
5,243
+561
| +12% | +$40.9K | 0.12% | 51 |
|
|
2022
Q2 | $356K | Buy |
+4,682
| New | +$356K | 0.11% | 52 |
|
|
2021
Q4 | $552K | Buy |
5,400
+922
| +21% | +$94.2K | 0.15% | 51 |
|
|
2021
Q3 | $452K | Buy |
+4,478
| New | +$452K | 0.13% | 52 |
|