TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-876
| Closed | -$78K | – | 614 |
|
|
2020
Q4 | $78K | Hold |
876
| – | – | 0.01% | 303 |
|
|
2020
Q3 | $67K | Hold |
876
| – | – | 0.01% | 296 |
|
|
2020
Q2 | $62K | Hold |
876
| – | – | 0.01% | 300 |
|
|
2020
Q1 | $51K | Buy |
876
+648
| +284% | +$37.7K | 0.01% | 290 |
|
|
2019
Q4 | $17K | Buy |
+228
| New | +$17K | ﹤0.01% | 514 |
|