Traphagen Investment Advisors’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 | $263K | Sell |
2,108
-193
| -8% | -$24.1K | 0.02% | 156 |
|
|
2025
Q1 | $263K | Sell |
2,301
-92
| -4% | -$10.5K | 0.03% | 149 |
|
|
2024
Q4 | $277K | Sell |
2,393
-35
| -1% | -$4.05K | 0.03% | 141 |
|
|
2024
Q3 | $276K | Buy |
2,428
+4
| +0.2% | +$454 | 0.03% | 141 |
|
|
2024
Q2 | $264K | Sell |
2,424
-242
| -9% | -$26.3K | 0.03% | 137 |
|
|
2024
Q1 | $282K | Buy |
2,666
+2
| +0.1% | +$212 | 0.03% | 139 |
|
|
2023
Q4 | $253K | Buy |
2,664
+46
| +2% | +$4.37K | 0.03% | 147 |
|
|
2023
Q3 | $223K | Sell |
2,618
-744
| -22% | -$63.2K | 0.03% | 143 |
|
|
2023
Q2 | $296K | Sell |
3,362
-262
| -7% | -$23.1K | 0.04% | 122 |
|
|
2023
Q1 | $300K | Sell |
3,624
-2
| -0.1% | -$166 | 0.04% | 121 |
|
|
2022
Q4 | $286K | Buy |
3,626
+597
| +20% | +$47K | 0.04% | 120 |
|
|
2022
Q3 | $220K | Buy |
+3,029
| New | +$220K | 0.04% | 128 |
|
|
2022
Q2 | – | Sell |
-2,271
| Closed | -$210K | – | 136 |
|
|
2022
Q1 | $210K | Buy |
+2,271
| New | +$210K | 0.03% | 131 |
|