Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,529
| Closed | -$322K | – | 171 |
|
|
2020
Q2 | $322K | Hold |
4,529
| – | – | 0.05% | 134 |
|
|
2020
Q1 | $267K | Hold |
4,529
| – | – | 0.06% | 123 |
|
|
2019
Q4 | $350K | Hold |
4,529
| – | – | 0.07% | 143 |
|
|
2019
Q3 | $333K | Hold |
4,529
| – | – | 0.07% | 134 |
|
|
2019
Q2 | $3.36K | Hold |
4,529
| – | – | 0.06% | 143 |
|
|
2019
Q1 | $322K | Hold |
4,529
| – | – | 0.06% | 160 |
|
|
2018
Q4 | $292K | Hold |
4,529
| – | – | 0.06% | 126 |
|
|
2018
Q3 | $348K | Hold |
4,529
| – | – | 0.07% | 132 |
|
|
2018
Q2 | $328K | Hold |
4,529
| – | – | 0.07% | 134 |
|
|
2018
Q1 | $317K | Buy |
+4,529
| New | +$317K | 0.08% | 145 |
|