Personal Wealth Partners’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
Q2 | – | Sell |
-5,792
| Closed | -$342K | – | 68 |
|
|
2020
Q1 | $342K | Hold |
5,792
| – | – | 0.21% | 46 |
|
|
2019
Q4 | $447K | Hold |
5,792
| – | – | 0.19% | 41 |
|
|
2019
Q3 | $426K | Hold |
5,792
| – | – | 0.2% | 45 |
|
|
2019
Q2 | $427K | Hold |
5,792
| – | – | 0.2% | 40 |
|
|
2019
Q1 | $411K | Hold |
5,792
| – | – | 0.22% | 42 |
|
|
2018
Q4 | $369K | Buy |
+5,792
| New | +$369K | 0.23% | 27 |
|