Boston Financial 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $464K | Sell |
4,008
-65
| -2% | -$7.53K | 0.01% | 248 |
|
2024
Q3 | $463K | Sell |
4,073
-353
| -8% | -$40.1K | 0.01% | 247 |
|
2024
Q2 | $482K | Sell |
4,426
-235
| -5% | -$25.6K | 0.02% | 240 |
|
2024
Q1 | $493K | Hold |
4,661
| – | – | 0.02% | 249 |
|
2023
Q4 | $443K | Sell |
4,661
-203
| -4% | -$19.3K | 0.02% | 251 |
|
2023
Q3 | $413K | Sell |
4,864
-6
| -0.1% | -$510 | 0.02% | 239 |
|
2023
Q2 | $429K | Buy |
4,870
+70
| +1% | +$6.16K | 0.02% | 243 |
|
2023
Q1 | $398K | Buy |
4,800
+1,395
| +41% | +$116K | 0.02% | 246 |
|
2022
Q4 | $268K | Buy |
+3,405
| New | +$268K | 0.01% | 280 |
|