Rikoon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,165
| Closed | -$244K | – | 204 |
|
|
2019
Q4 | $244K | Buy |
3,165
+2
| +0.1% | +$154 | 0.08% | 186 |
|
|
2019
Q3 | $232K | Buy |
3,163
+1
| +0% | +$73 | 0.09% | 181 |
|
|
2019
Q2 | $233K | Sell |
3,162
-253
| -7% | -$18.6K | 0.09% | 182 |
|
|
2019
Q1 | $243K | Hold |
3,415
| – | – | 0.09% | 181 |
|
|
2018
Q4 | $218K | Buy |
3,415
+400
| +13% | +$25.5K | 0.09% | 182 |
|
|
2018
Q3 | $231K | Buy |
+3,015
| New | +$231K | 0.08% | 196 |
|