Concourse Financial Group Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 6952 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 7486 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 7476 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7488 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7489 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7422 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7247 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7069 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6824 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6835 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6655 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6590 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6468 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6399 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6202 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5988 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5784 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5618 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5403 |
|
|
2020
Q2 | – | Sell |
-103
| Closed | -$6K | – | 5265 |
|
|
2020
Q1 | $6K | Hold |
103
| – | – | ﹤0.01% | 1614 |
|
|
2019
Q4 | $8K | Hold |
103
| – | – | ﹤0.01% | 1504 |
|
|
2019
Q3 | $8K | Buy |
103
+68
| +194% | +$5.28K | ﹤0.01% | 1217 |
|
|
2019
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 1915 |
|
|
2019
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 2062 |
|
|
2018
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 1932 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4679 |
|