Capital Asset Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-112
| Closed | -$8K | – | 496 |
|
|
2022
Q3 | $8K | Buy |
112
+2
| +2% | +$143 | ﹤0.01% | 390 |
|
|
2022
Q2 | $8K | Buy |
110
+2
| +2% | +$145 | ﹤0.01% | 489 |
|
|
2022
Q1 | $10K | Buy |
108
+55
| +104% | +$5.09K | ﹤0.01% | 483 |
|
|
2021
Q4 | $5K | Buy |
53
+35
| +194% | +$3.3K | ﹤0.01% | 546 |
|
|
2021
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 681 |
|
|
2021
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 703 |
|
|
2021
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 669 |
|
|
2020
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 1462 |
|
|
2020
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 542 |
|
|
2020
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 567 |
|