LWP
Laurel Wealth Planning’s SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Buy |
5,371
+119
| +2% | +$14.9K | 0.38% | 41 |
|
|
2025
Q1 | $599K | Sell |
5,252
-214
| -4% | -$24.4K | 0.4% | 40 |
|
|
2024
Q4 | $633K | Buy |
5,466
+153
| +3% | +$17.7K | 0.41% | 39 |
|
|
2024
Q3 | $604K | Sell |
5,313
-3
| -0.1% | -$341 | 0.39% | 41 |
|
|
2024
Q2 | $578K | Buy |
5,316
+181
| +4% | +$19.7K | 0.4% | 39 |
|
|
2024
Q1 | $544K | Sell |
5,135
-206
| -4% | -$21.8K | 0.36% | 40 |
|
|
2023
Q4 | $507K | Sell |
5,341
-1,579
| -23% | -$150K | 0.36% | 39 |
|
|
2023
Q3 | $588K | Sell |
6,920
-473
| -6% | -$40.2K | 0.46% | 39 |
|
|
2023
Q2 | $651K | Buy |
7,393
+353
| +5% | +$31.1K | 0.46% | 41 |
|
|
2023
Q1 | $584K | Sell |
7,040
-36
| -0.5% | -$2.99K | 0.39% | 44 |
|
|
2022
Q4 | $558K | Hold |
7,076
| – | – | 0.36% | 45 |
|
|
2022
Q3 | $515K | Sell |
7,076
-293
| -4% | -$21.3K | 0.38% | 45 |
|
|
2022
Q2 | $560K | Sell |
7,369
-7,838
| -52% | -$596K | 0.39% | 45 |
|
|
2022
Q1 | $1.4M | Sell |
15,207
-2,161
| -12% | -$199K | 0.95% | 31 |
|
|
2021
Q4 | $1.78M | Sell |
17,368
-251
| -1% | -$25.7K | 1.34% | 24 |
|
|
2021
Q3 | $1.78M | Buy |
17,619
+227
| +1% | +$22.9K | 1.44% | 22 |
|
|
2021
Q2 | $1.77M | Buy |
17,392
+1,665
| +11% | +$169K | 1.54% | 22 |
|
|
2021
Q1 | $1.49M | Buy |
15,727
+271
| +2% | +$25.7K | 1.37% | 24 |
|
|
2020
Q4 | $1.39M | Buy |
+15,456
| New | +$1.39M | 1.35% | 25 |
|