Geneos 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 | $12.5K | Sell |
100
-100
| -50% | -$12.5K | ﹤0.01% | 2231 |
|
|
2025
Q1 | $22.8K | Buy |
200
+100
| +100% | +$11.4K | ﹤0.01% | 2271 |
|
|
2024
Q4 | $11.6K | Hold |
100
| – | – | ﹤0.01% | 1994 |
|
|
2024
Q3 | $11.4K | Hold |
100
| – | – | ﹤0.01% | 1792 |
|
|
2024
Q2 | $10.9K | Hold |
100
| – | – | ﹤0.01% | 1525 |
|
|
2024
Q1 | $10.6K | Hold |
100
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q4 | $9.5K | Sell |
100
-70
| -41% | -$6.65K | ﹤0.01% | 1561 |
|
|
2023
Q3 | $14.5K | Sell |
170
-72
| -30% | -$6.12K | ﹤0.01% | 1470 |
|
|
2023
Q2 | $21.3K | Sell |
242
-37
| -13% | -$3.26K | ﹤0.01% | 1355 |
|
|
2023
Q1 | $23.1K | Hold |
279
| – | – | ﹤0.01% | 1296 |
|
|
2022
Q4 | $22K | Hold |
279
| – | – | ﹤0.01% | 1312 |
|
|
2022
Q3 | $20K | Sell |
279
-129
| -32% | -$9.25K | ﹤0.01% | 1330 |
|
|
2022
Q2 | $31K | Sell |
408
-194
| -32% | -$14.7K | ﹤0.01% | 1486 |
|
|
2022
Q1 | $55K | Buy |
602
+12
| +2% | +$1.1K | ﹤0.01% | 1343 |
|
|
2021
Q4 | $60K | Hold |
590
| – | – | ﹤0.01% | 1396 |
|
|
2021
Q3 | $60K | Buy |
590
+100
| +20% | +$10.2K | ﹤0.01% | 1398 |
|
|
2021
Q2 | $50K | Hold |
490
| – | – | ﹤0.01% | 1481 |
|
|
2021
Q1 | $48K | Buy |
490
+232
| +90% | +$22.7K | ﹤0.01% | 1659 |
|
|
2020
Q4 | $24K | Buy |
258
+29
| +13% | +$2.7K | ﹤0.01% | 1804 |
|
|
2020
Q3 | $17K | Buy |
229
+29
| +15% | +$2.15K | ﹤0.01% | 1738 |
|
|
2020
Q2 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 1812 |
|