Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $434K | Buy |
3,821
+43
| +1% | +$4.89K | ﹤0.01% | 2714 |
|
|
2024
Q2 | $411K | Sell |
3,778
-68
| -2% | -$7.4K | ﹤0.01% | 2671 |
|
|
2024
Q1 | $407K | Sell |
3,846
-1
| -0% | -$106 | ﹤0.01% | 2660 |
|
|
2023
Q4 | $365K | Sell |
3,847
-3,331
| -46% | -$316K | ﹤0.01% | 2608 |
|
|
2023
Q3 | $610K | Buy |
7,178
+514
| +8% | +$43.7K | ﹤0.01% | 2199 |
|
|
2023
Q2 | $587K | Buy |
6,664
+23
| +0.3% | +$2.03K | ﹤0.01% | 2248 |
|
|
2023
Q1 | $551K | Sell |
6,641
-45
| -0.7% | -$3.73K | ﹤0.01% | 2268 |
|
|
2022
Q4 | $527K | Buy |
6,686
+2,292
| +52% | +$181K | ﹤0.01% | 2230 |
|
|
2022
Q3 | $320K | Buy |
+4,394
| New | +$320K | ﹤0.01% | 2524 |
|
|
2022
Q2 | – | Sell |
-2,652
| Closed | -$245K | – | 3316 |
|
|
2022
Q1 | $245K | Buy |
2,652
+87
| +3% | +$8.04K | ﹤0.01% | 2849 |
|
|
2021
Q4 | $262K | Buy |
+2,565
| New | +$262K | ﹤0.01% | 2799 |
|
|
2020
Q1 | – | Sell |
-5,029
| Closed | -$389K | – | 2747 |
|
|
2019
Q4 | $389K | Buy |
5,029
+250
| +5% | +$19.3K | ﹤0.01% | 2143 |
|
|
2019
Q3 | $351K | Sell |
4,779
-252
| -5% | -$18.5K | ﹤0.01% | 2143 |
|
|
2019
Q2 | $371K | Buy |
5,031
+276
| +6% | +$20.4K | ﹤0.01% | 2126 |
|
|
2019
Q1 | $338K | Buy |
4,755
+391
| +9% | +$27.8K | ﹤0.01% | 2162 |
|
|
2018
Q4 | $278K | Buy |
4,364
+75
| +2% | +$4.78K | ﹤0.01% | 2047 |
|
|
2018
Q3 | $329K | Buy |
+4,289
| New | +$329K | ﹤0.01% | 2216 |
|