Fingerlakes Wealth Management’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 | $483K | Sell |
3,870
-3
| -0.1% | -$374 | 0.36% | 58 |
|
|
2025
Q1 | $442K | Sell |
3,873
-251
| -6% | -$28.6K | 0.38% | 56 |
|
|
2024
Q4 | $478K | Sell |
4,124
-360
| -8% | -$41.7K | 0.39% | 57 |
|
|
2024
Q3 | $509K | Sell |
4,484
-68
| -1% | -$7.73K | 0.42% | 55 |
|
|
2024
Q2 | $495K | Sell |
4,552
-326
| -7% | -$35.5K | 0.44% | 52 |
|
|
2024
Q1 | $516K | Sell |
4,878
-48
| -1% | -$5.08K | 0.5% | 52 |
|
|
2023
Q4 | $468K | Sell |
4,926
-60
| -1% | -$5.7K | 0.5% | 53 |
|
|
2023
Q3 | $424K | Sell |
4,986
-131
| -3% | -$11.1K | 0.52% | 51 |
|
|
2023
Q2 | $450K | Sell |
5,117
-50
| -1% | -$4.4K | 0.52% | 53 |
|
|
2023
Q1 | $428K | Sell |
5,167
-279
| -5% | -$23.1K | 0.53% | 53 |
|
|
2022
Q4 | $429K | Sell |
5,446
-271
| -5% | -$21.4K | 0.59% | 48 |
|
|
2022
Q3 | $416K | Buy |
5,717
+10
| +0.2% | +$728 | 0.61% | 52 |
|
|
2022
Q2 | $433K | Sell |
5,707
-651
| -10% | -$49.4K | 0.59% | 52 |
|
|
2022
Q1 | $587K | Buy |
6,358
+1,466
| +30% | +$135K | 0.69% | 43 |
|
|
2021
Q4 | $504K | Buy |
+4,892
| New | +$504K | 0.57% | 49 |
|