Steward Partners Investment Advisory’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 | $57.4K | Hold |
460
| – | – | ﹤0.01% | 2401 |
|
|
2025
Q1 | $52.5K | Hold |
460
| – | – | ﹤0.01% | 2360 |
|
|
2024
Q4 | $53.3K | Hold |
460
| – | – | ﹤0.01% | 2300 |
|
|
2024
Q3 | $52.3K | Hold |
460
| – | – | ﹤0.01% | 2216 |
|
|
2024
Q2 | $50K | Hold |
460
| – | – | ﹤0.01% | 2101 |
|
|
2024
Q1 | $48.7K | Hold |
460
| – | – | ﹤0.01% | 2131 |
|
|
2023
Q4 | $43.7K | Hold |
460
| – | – | ﹤0.01% | 2055 |
|
|
2023
Q3 | $39.1K | Hold |
460
| – | – | ﹤0.01% | 2021 |
|
|
2023
Q2 | $40.5K | Hold |
460
| – | – | ﹤0.01% | 1967 |
|
|
2023
Q1 | $38.1K | Hold |
460
| – | – | ﹤0.01% | 1973 |
|
|
2022
Q4 | $36.2K | Hold |
460
| – | – | ﹤0.01% | 1965 |
|
|
2022
Q3 | $33K | Hold |
460
| – | – | ﹤0.01% | 1986 |
|
|
2022
Q2 | $35K | Hold |
460
| – | – | ﹤0.01% | 1973 |
|
|
2022
Q1 | $42K | Hold |
460
| – | – | ﹤0.01% | 2003 |
|
|
2021
Q4 | $47K | Hold |
460
| – | – | ﹤0.01% | 1954 |
|
|
2021
Q3 | $46K | Hold |
460
| – | – | ﹤0.01% | 1950 |
|
|
2021
Q2 | $47K | Hold |
460
| – | – | ﹤0.01% | 3529 |
|
|
2021
Q1 | $43.7K | Sell |
460
-2
| -0.4% | -$190 | ﹤0.01% | 2061 |
|
|
2020
Q4 | $41K | Hold |
462
| – | – | ﹤0.01% | 1757 |
|
|
2020
Q3 | $35K | Sell |
462
-1,900
| -80% | -$144K | ﹤0.01% | 1657 |
|
|
2020
Q2 | $168K | Hold |
2,362
| – | – | ﹤0.01% | 938 |
|
|
2020
Q1 | $139K | Hold |
2,362
| – | – | 0.01% | 891 |
|
|
2019
Q4 | $182K | Sell |
2,362
-1,040
| -31% | -$80.1K | 0.01% | 908 |
|
|
2019
Q3 | $249K | Hold |
3,402
| – | – | 0.01% | 777 |
|
|
2019
Q2 | $250K | Buy |
+3,402
| New | +$250K | 0.01% | 748 |
|