Fingerlakes Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $495K | Buy |
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|
2025
Q2 | $483K | Sell |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $478K | Sell |
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|
2024
Q3 | $509K | Sell |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $516K | Sell |
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|
2023
Q4 | $468K | Sell |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $450K | Sell |
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|
2023
Q1 | $428K | Sell |
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|
2022
Q4 | $429K | Sell |
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|
2022
Q3 | $416K | Buy |
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $587K | Buy |
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|
2021
Q4 | $504K | Buy |
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