First Allied Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.15M | Buy |
15,003
+1,279
| +9% | +$98K | 0.04% | 435 |
|
|
2020
Q2 | $976K | Buy |
13,724
+2,212
| +19% | +$157K | 0.04% | 444 |
|
|
2020
Q1 | $680K | Buy |
11,512
+2,441
| +27% | +$144K | 0.03% | 499 |
|
|
2019
Q4 | $699K | Buy |
9,071
+25
| +0.3% | +$1.93K | 0.02% | 601 |
|
|
2019
Q3 | $666K | Sell |
9,046
-507
| -5% | -$37.3K | 0.02% | 591 |
|
|
2019
Q2 | $705K | Sell |
9,553
-1,366
| -13% | -$101K | 0.02% | 570 |
|
|
2019
Q1 | $777K | Buy |
10,919
+1,466
| +16% | +$104K | 0.03% | 527 |
|
|
2018
Q4 | $601K | Sell |
9,453
-625
| -6% | -$39.7K | 0.02% | 558 |
|
|
2018
Q3 | $774K | Hold |
10,078
| – | – | 0.03% | 556 |
|
|
2018
Q2 | $730K | Buy |
10,078
+3,698
| +58% | +$268K | 0.03% | 546 |
|
|
2018
Q1 | $448K | Buy |
6,380
+102
| +2% | +$7.16K | 0.02% | 707 |
|
|
2017
Q4 | $445K | Buy |
6,278
+2,006
| +47% | +$142K | 0.02% | 703 |
|
|
2017
Q3 | $296K | Buy |
+4,272
| New | +$296K | 0.01% | 817 |
|