Guardian Wealth Advisors (North Carolina)’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 | $7.36K | Hold |
59
| – | – | ﹤0.01% | 495 |
|
2025
Q1 | $6.73K | Hold |
59
| – | – | ﹤0.01% | 475 |
|
2024
Q4 | $6.83K | Hold |
59
| – | – | ﹤0.01% | 453 |
|
2024
Q3 | $6.7K | Hold |
59
| – | – | ﹤0.01% | 396 |
|
2024
Q2 | $6.42K | Hold |
59
| – | – | ﹤0.01% | 382 |
|
2024
Q1 | $6.25K | Hold |
59
| – | – | ﹤0.01% | 397 |
|
2023
Q4 | $5.61K | Hold |
59
| – | – | ﹤0.01% | 391 |
|
2023
Q3 | $5.02K | Hold |
59
| – | – | ﹤0.01% | 373 |
|
2023
Q2 | $5.19K | Hold |
59
| – | – | ﹤0.01% | 360 |
|
2023
Q1 | $4.89K | Hold |
59
| – | – | ﹤0.01% | 359 |
|
2022
Q4 | $4.65K | Hold |
59
| – | – | ﹤0.01% | 333 |
|
2022
Q3 | $4K | Hold |
59
| – | – | ﹤0.01% | 314 |
|
2022
Q2 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 324 |
|