Capital Asset Advisory Services’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-112
Closed -$8K 496
2022
Q3
$8K Buy
112
+2
+2% +$160 ﹤0.01% 390
2022
Q2
$8K Buy
110
+2
+2% +$166 ﹤0.01% 489
2022
Q1
$10K Buy
108
+55
+104% +$5.08K ﹤0.01% 483
2021
Q4
$5K Buy
53
+35
+194% +$3.63K ﹤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 +$1.22K ﹤0.01% 567

Other funds holding SHE

Capital Asset Advisory Services's SHE Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q4 2022, closing a stake of 112 shares — an estimated $8K sold.

Capital Asset Advisory Services first reported a position in SHE in Q2 2020 and held it in 10 quarters. The position peaked at $10K in Q1 2022. 94 funds tracked by Wall St. Rank hold SHE as of Q4 2022.

  • Capital Asset Advisory Services reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q4 2022 after selling out during the quarter.
  • Capital Asset Advisory Services sold 112 State Street SPDR MSCI USA Gender Diversity ETF shares in Q4 2022, an estimated $8K.
  • Capital Asset Advisory Services first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2020 and held it in 10 quarters.
  • Capital Asset Advisory Services's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $10K in Q1 2022.
  • 94 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.