Mendel Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Hold |
4,037
| – | – | 0.29% | 62 |
|
|
2025
Q1 | $461K | Buy |
4,037
+1
| +0% | +$114 | 0.28% | 64 |
|
|
2024
Q4 | $467K | Sell |
4,036
-44
| -1% | -$5.1K | 0.28% | 65 |
|
|
2024
Q3 | $463K | Buy |
4,080
+1
| +0% | +$114 | 0.28% | 65 |
|
|
2024
Q2 | $444K | Buy |
4,079
+7
| +0.2% | +$762 | 0.29% | 63 |
|
|
2024
Q1 | $431K | Buy |
4,072
+6
| +0.1% | +$635 | 0.29% | 65 |
|
|
2023
Q4 | $386K | Hold |
4,066
| – | – | 0.28% | 67 |
|
|
2023
Q3 | $346K | Buy |
4,066
+1
| +0% | +$85 | 0.28% | 66 |
|
|
2023
Q2 | $358K | Buy |
4,065
+1
| +0% | +$88 | 0.29% | 64 |
|
|
2023
Q1 | $337K | Hold |
4,064
| – | – | 0.3% | 57 |
|
|
2022
Q4 | $320K | Sell |
4,064
-149
| -4% | -$11.7K | 0.33% | 50 |
|
|
2022
Q3 | $307K | Sell |
4,213
-505
| -11% | -$36.8K | 0.36% | 52 |
|
|
2022
Q2 | $358K | Buy |
4,718
+4
| +0.1% | +$304 | 0.4% | 47 |
|
|
2022
Q1 | $435K | Sell |
4,714
-146
| -3% | -$13.5K | 0.41% | 44 |
|
|
2021
Q4 | $497K | Buy |
+4,860
| New | +$497K | 0.46% | 42 |
|