Sowell Financial Services’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
Q2 | $302K | Sell |
2,421
-172
| -7% | -$21.5K | 0.01% | 784 |
|
|
2025
Q1 | $296K | Buy |
+2,593
| New | +$296K | 0.01% | 773 |
|
|
2023
Q2 | – | Sell |
-4,443
| Closed | -$368K | – | 780 |
|
|
2023
Q1 | $368K | Buy |
+4,443
| New | +$368K | 0.03% | 510 |
|
|
2021
Q2 | – | Sell |
-1,826
| Closed | -$180K | – | 2342 |
|
|
2021
Q1 | $180K | Buy |
1,826
+1,069
| +141% | +$105K | 0.01% | 1105 |
|
|
2020
Q4 | $68K | Buy |
+757
| New | +$68K | ﹤0.01% | 1293 |
|