Laurel Wealth Planning’s SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Buy |
|
|||||
|
2025
Q1 | $599K | Sell |
|
|||||
|
2024
Q4 | $633K | Buy |
|
|||||
|
2024
Q3 | $604K | Sell |
|
|||||
|
2024
Q2 | $578K | Buy |
|
|||||
|
2024
Q1 | $544K | Sell |
|
|||||
|
2023
Q4 | $507K | Sell |
|
|||||
|
2023
Q3 | $588K | Sell |
|
|||||
|
2023
Q2 | $651K | Buy |
|
|||||
|
2023
Q1 | $584K | Sell |
|
|||||
|
2022
Q4 | $558K | Hold |
|
|||||
|
2022
Q3 | $515K | Sell |
|
|||||
|
2022
Q2 | $560K | Sell |
|
|||||
|
2022
Q1 | $1.4M | Sell |
|
|||||
|
2021
Q4 | $1.77M | Sell |
|
|||||
|
2021
Q3 | $1.78M | Buy |
|
|||||
|
2021
Q2 | $1.77M | Buy |
|
|||||
|
2021
Q1 | $1.49M | Buy |
|
|||||
|
2020
Q4 | $1.39M | Buy |
|