IFP Advisors’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 | – | Sell |
-72
| Closed | -$5K | – | 4273 |
|
|
2022
Q4 | $5K | Sell |
72
-21
| -23% | -$1.46K | ﹤0.01% | 3808 |
|
|
2022
Q3 | $7K | Buy |
93
+21
| +29% | +$1.58K | ﹤0.01% | 3876 |
|
|
2022
Q2 | $5K | Hold |
72
| – | – | ﹤0.01% | 3822 |
|
|
2022
Q1 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 3822 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4395 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4175 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4069 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3889 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3749 |
|
|
2020
Q2 | – | Sell |
-44
| Closed | -$3K | – | 3575 |
|
|
2020
Q1 | $3K | Sell |
44
-70
| -61% | -$4.77K | ﹤0.01% | 2235 |
|
|
2019
Q4 | $8K | Hold |
114
| – | – | ﹤0.01% | 2022 |
|
|
2019
Q3 | $8K | Buy |
+114
| New | +$8K | ﹤0.01% | 2171 |
|
|
2019
Q1 | $15K | Hold |
214
| – | – | ﹤0.01% | 1452 |
|
|
2018
Q4 | $13K | Hold |
214
| – | – | ﹤0.01% | 2337 |
|
|
2018
Q3 | $16K | Buy |
+214
| New | +$16K | ﹤0.01% | 2560 |
|
|
2016
Q2 | – | Sell |
-214
| Closed | -$15K | – | 4146 |
|
|
2016
Q1 | $15K | Buy |
+214
| New | +$15K | ﹤0.01% | 1452 |
|