Mascoma 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
Q2 | – | Sell |
-29
| Closed | -$2.44K | – | 652 |
|
|
2023
Q1 | $2.44K | Hold |
29
| – | – | ﹤0.01% | 540 |
|
|
2022
Q4 | $2.29K | Hold |
29
| – | – | ﹤0.01% | 559 |
|
|
2022
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 563 |
|
|
2022
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 571 |
|
|
2022
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 542 |
|
|
2021
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 491 |
|