Community Financial Services Group’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
Q2
Sell
-3,484
Closed -$369K 133
2024
Q1
$369K Buy
+3,484
New +$369K 0.08% 118
2023
Q3
$1.44M Buy
+16,987
New +$1.44M 0.36% 47
2021
Q4
$869K Buy
8,504
+2,924
+52% +$299K 0.22% 58
2021
Q3
$563K Buy
5,580
+535
+11% +$54K 0.15% 72
2021
Q2
$513K Buy
+5,045
New +$513K 0.14% 76