Mitchell Sinkler & Starr’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 | $328K | Hold |
2,625
| – | – | 0.16% | 117 |
|
|
2025
Q1 | $300K | Buy |
2,625
+635
| +32% | +$72.5K | 0.08% | 136 |
|
|
2024
Q4 | $230K | Hold |
1,990
| – | – | 0.06% | 150 |
|
|
2024
Q3 | $226K | Hold |
1,990
| – | – | 0.06% | 151 |
|
|
2024
Q2 | $216K | Hold |
1,990
| – | – | 0.06% | 144 |
|
|
2024
Q1 | $211K | Buy |
+1,990
| New | +$211K | 0.05% | 154 |
|
|
2022
Q3 | – | Sell |
-3,540
| Closed | -$269K | – | 114 |
|
|
2022
Q2 | $269K | Sell |
3,540
-1,065
| -23% | -$80.9K | 0.1% | 100 |
|
|
2022
Q1 | $425K | Buy |
4,605
+300
| +7% | +$27.7K | 0.13% | 89 |
|
|
2021
Q4 | $440K | Hold |
4,305
| – | – | 0.13% | 89 |
|
|
2021
Q3 | $435K | Hold |
4,305
| – | – | 0.39% | 72 |
|
|
2021
Q2 | $437K | Buy |
4,305
+250
| +6% | +$25.4K | 0.4% | 73 |
|
|
2021
Q1 | $385K | Buy |
4,055
+185
| +5% | +$17.6K | 0.37% | 76 |
|
|
2020
Q4 | $347K | Sell |
3,870
-530
| -12% | -$47.5K | 0.33% | 75 |
|
|
2020
Q3 | $337K | Hold |
4,400
| – | – | 0.34% | 74 |
|
|
2020
Q2 | $313K | Hold |
4,400
| – | – | 0.36% | 73 |
|
|
2020
Q1 | $260K | Hold |
4,400
| – | – | 0.34% | 79 |
|
|
2019
Q4 | $340K | Hold |
4,400
| – | – | 0.36% | 75 |
|
|
2019
Q3 | $323K | Buy |
4,400
+70
| +2% | +$5.14K | 0.41% | 70 |
|
|
2019
Q2 | $319K | Hold |
4,330
| – | – | 0.36% | 78 |
|
|
2019
Q1 | $308K | Buy |
+4,330
| New | +$308K | 0.36% | 79 |
|
|
2018
Q4 | – | Sell |
-2,700
| Closed | -$207K | – | 90 |
|
|
2018
Q3 | $207K | Buy |
+2,700
| New | +$207K | 0.22% | 92 |
|