Carson Wealth (CWM LLC)’s SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
2,352
-5,661
| -71% | -$708K | ﹤0.01% | 1883 |
|
|
2025
Q1 | $915K | Buy |
8,013
+7,706
| +2,510% | +$880K | ﹤0.01% | 1177 |
|
|
2024
Q4 | $36K | Hold |
307
| – | – | ﹤0.01% | 3032 |
|
|
2024
Q3 | $35K | Hold |
307
| – | – | ﹤0.01% | 2973 |
|
|
2024
Q2 | $33K | Hold |
307
| – | – | ﹤0.01% | 2774 |
|
|
2024
Q1 | $32K | Buy |
+307
| New | +$32K | ﹤0.01% | 2605 |
|