MCIA
Mountain Capital Investment Advisors’s SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
3,543
-102
| -3% | -$12.8K | 0.09% | 32 |
|
|
2025
Q1 | $408K | Sell |
3,645
-63
| -2% | -$7.05K | 0.09% | 31 |
|
|
2024
Q4 | $436K | Buy |
3,708
+6
| +0.2% | +$705 | 0.09% | 31 |
|
|
2024
Q3 | $443K | Buy |
3,702
+867
| +31% | +$104K | 0.1% | 31 |
|
|
2024
Q2 | $316K | Buy |
2,835
+42
| +2% | +$4.68K | 0.08% | 34 |
|
|
2024
Q1 | $294K | Sell |
2,793
-121
| -4% | -$12.7K | 0.08% | 32 |
|
|
2023
Q4 | $277K | Buy |
2,914
+327
| +13% | +$31.1K | 0.09% | 51 |
|
|
2023
Q3 | $227K | Buy |
2,587
+183
| +8% | +$16.1K | 0.09% | 54 |
|
|
2023
Q2 | $217K | Buy |
+2,404
| New | +$217K | 0.08% | 66 |
|