Mendel Capital Management’s State Street 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
Q3 | $515K | Buy |
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|
2025
Q2 | $504K | Hold |
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|
2025
Q1 | $461K | Buy |
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|
2024
Q4 | $467K | Sell |
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|
2024
Q3 | $463K | Buy |
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|
2024
Q2 | $444K | Buy |
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|
2024
Q1 | $431K | Buy |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $337K | Hold |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $358K | Buy |
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|
2022
Q1 | $435K | Sell |
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|
2021
Q4 | $497K | Buy |
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