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