Security National Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-467
| Closed | -$54.1K | – | 333 |
|
|
2024
Q4 | $54.1K | Hold |
467
| – | – | 0.01% | 209 |
|
|
2024
Q3 | $53K | Hold |
467
| – | – | 0.01% | 195 |
|
|
2024
Q2 | $50.8K | Hold |
467
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $49.4K | Hold |
467
| – | – | 0.01% | 194 |
|
|
2023
Q4 | $44.4K | Buy |
+467
| New | +$44.4K | 0.01% | 201 |
|