RCS
Retirement Capital Strategies’s SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,353
| Closed | -$1.11M | – | 47 |
|
|
2019
Q4 | $1.11M | Buy |
14,353
+1,484
| +12% | +$115K | 0.53% | 25 |
|
|
2019
Q3 | $945K | Sell |
12,869
-1,788
| -12% | -$131K | 0.48% | 26 |
|
|
2019
Q2 | $1.08M | Sell |
14,657
-314
| -2% | -$23.2K | 0.54% | 25 |
|
|
2019
Q1 | $1.06M | Buy |
14,971
+929
| +7% | +$66K | 0.54% | 25 |
|
|
2018
Q4 | $895K | Buy |
14,042
+3,184
| +29% | +$203K | 0.5% | 26 |
|
|
2018
Q3 | $833K | Buy |
10,858
+7,374
| +212% | +$566K | 0.41% | 22 |
|
|
2018
Q2 | $252K | Buy |
+3,484
| New | +$252K | 0.13% | 26 |
|