Harvest Group 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
2023
Q1
$725K Buy
8,744
+880
+11% +$73K 0.45% 29
2022
Q4
$620K Sell
7,864
-18
-0.2% -$1.42K 0.41% 36
2022
Q3
$606K Sell
7,882
-126
-2% -$9.69K 0.4% 38
2022
Q2
$653K Buy
8,008
+105
+1% +$8.56K 0.4% 37
2022
Q1
$729K Buy
+7,903
New +$729K 0.41% 34