Creative Planning’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
Q2 | $245K | Buy |
1,959
+5
| +0.3% | +$624 | ﹤0.01% | 3061 |
|
|
2025
Q1 | $223K | Buy |
+1,954
| New | +$223K | ﹤0.01% | 2970 |
|
|
2023
Q4 | – | Sell |
-473
| Closed | -$40.2K | – | 2972 |
|
|
2023
Q3 | $40.2K | Buy |
+473
| New | +$40.2K | ﹤0.01% | 2488 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | – | – | 2395 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2354 |
|
|
2017
Q3 | – | Sell |
-166
| Closed | -$11K | – | 3306 |
|
|
2017
Q2 | $11K | Hold |
166
| – | – | ﹤0.01% | 3536 |
|
|
2017
Q1 | $11K | Buy |
166
+76
| +84% | +$5.04K | ﹤0.01% | 3495 |
|
|
2016
Q4 | $6K | Hold |
90
| – | – | ﹤0.01% | 3798 |
|
|
2016
Q3 | $6K | Hold |
90
| – | – | ﹤0.01% | 3743 |
|
|
2016
Q2 | $6K | Hold |
90
| – | – | ﹤0.01% | 3490 |
|
|
2016
Q1 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 3458 |
|