TRUE Private Wealth Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value 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% +$46.8K 0.01% 290
2019
Q4
$17K Buy
+228
New +$17.1K ﹤0.01% 514

Other funds holding SHE

TRUE Private Wealth Advisors's SHE Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2021, closing a stake of 876 shares — an estimated $78K sold.

TRUE Private Wealth Advisors first reported a position in SHE in Q4 2019 and held it in 5 quarters. The position peaked at $78K in Q4 2020. 82 funds tracked by Wall St. Rank hold SHE as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 876 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2021, an estimated $78K.
  • TRUE Private Wealth Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2019 and held it in 5 quarters.
  • TRUE Private Wealth Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $78K in Q4 2020.
  • 82 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.