Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $29K | Hold |
284
| – | – | ﹤0.01% | 1736 |
|
|
2021
Q3 | $29K | Hold |
284
| – | – | ﹤0.01% | 1659 |
|
|
2021
Q2 | $29K | Buy |
284
+40
| +16% | +$4.09K | ﹤0.01% | 1620 |
|
|
2021
Q1 | $23K | Hold |
244
| – | – | ﹤0.01% | 1592 |
|
|
2020
Q4 | $22K | Hold |
244
| – | – | ﹤0.01% | 1516 |
|
|
2020
Q3 | $19K | Buy |
+244
| New | +$19K | ﹤0.01% | 1433 |
|
|
2020
Q1 | – | Sell |
-600
| Closed | -$46K | – | 2378 |
|
|
2019
Q4 | $46K | Hold |
600
| – | – | ﹤0.01% | 1222 |
|
|
2019
Q3 | $44K | Hold |
600
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q2 | $44K | Hold |
600
| – | – | ﹤0.01% | 1209 |
|
|
2019
Q1 | $43K | Sell |
600
-300
| -33% | -$21.5K | 0.01% | 777 |
|
|
2018
Q4 | $57K | Hold |
900
| – | – | 0.01% | 764 |
|
|
2018
Q3 | $69K | Buy |
+900
| New | +$69K | 0.03% | 466 |
|