Ladenburg Thalmann Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $499K | Buy |
6,463
+73
| +1% | +$5.64K | ﹤0.01% | 1826 |
|
|
2019
Q3 | $470K | Buy |
6,390
+629
| +11% | +$46.3K | ﹤0.01% | 1821 |
|
|
2019
Q2 | $425K | Buy |
5,761
+1,747
| +44% | +$129K | ﹤0.01% | 1878 |
|
|
2019
Q1 | $284K | Buy |
4,014
+397
| +11% | +$28.1K | ﹤0.01% | 2136 |
|
|
2018
Q4 | $231K | Buy |
3,617
+1,028
| +40% | +$65.7K | ﹤0.01% | 2130 |
|
|
2018
Q3 | $199K | Buy |
2,589
+1,157
| +81% | +$88.9K | ﹤0.01% | 2313 |
|
|
2018
Q2 | $100K | Hold |
1,432
| – | – | ﹤0.01% | 2750 |
|
|
2018
Q1 | $100K | Buy |
1,432
+891
| +165% | +$62.2K | ﹤0.01% | 2750 |
|
|
2017
Q4 | $39K | Buy |
541
+107
| +25% | +$7.71K | ﹤0.01% | 3391 |
|
|
2017
Q3 | $30K | Sell |
434
-11
| -2% | -$760 | ﹤0.01% | 3452 |
|
|
2017
Q2 | $30K | Buy |
445
+287
| +182% | +$19.3K | ﹤0.01% | 3358 |
|
|
2017
Q1 | $10K | Hold |
158
| – | – | ﹤0.01% | 3996 |
|
|
2016
Q4 | $10K | Hold |
158
| – | – | ﹤0.01% | 3902 |
|
|
2016
Q3 | $10K | Buy |
158
+75
| +90% | +$4.75K | ﹤0.01% | 3824 |
|
|
2016
Q2 | $5K | Buy |
+83
| New | +$5K | ﹤0.01% | 4144 |
|