Clear Point Advisors’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
Sell
-872
Closed -$99.1K 459
2024
Q3
$99.1K Buy
872
+1
+0.1% +$114 0.08% 149
2024
Q2
$94.7K Buy
871
+71
+9% +$7.72K 0.08% 146
2024
Q1
$84.7K Buy
800
+1
+0.1% +$106 0.07% 155
2023
Q4
$75.9K Buy
+799
New +$75.9K 0.07% 153