Valeo Financial 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
Q2 | – | Sell |
-7
| Closed | -$1K | – | 1496 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1833 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1580 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1470 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2069 |
|
|
2020
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1848 |
|
|
2019
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1552 |
|