WWA
WCG Wealth Advisors’s SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,128
| Closed | -$2.03M | – | 299 |
|
|
2024
Q1 | $2.03M | Sell |
19,128
-1,399
| -7% | -$148K | 0.17% | 122 |
|
|
2023
Q4 | $1.95M | Sell |
20,527
-998
| -5% | -$94.8K | 0.14% | 141 |
|
|
2023
Q3 | $1.92M | Sell |
21,525
-800
| -4% | -$71.2K | 0.14% | 137 |
|
|
2023
Q2 | $1.96M | Buy |
22,325
+2,074
| +10% | +$182K | 0.23% | 82 |
|
|
2023
Q1 | $1.68M | Sell |
20,251
-401
| -2% | -$33.2K | 0.22% | 86 |
|
|
2022
Q4 | $1.63M | Sell |
20,652
-1,213
| -6% | -$95.6K | 0.22% | 85 |
|
|
2022
Q3 | $1.69M | Sell |
21,865
-2,371
| -10% | -$183K | 0.22% | 89 |
|
|
2022
Q2 | $1.84M | Buy |
+24,236
| New | +$1.84M | 0.26% | 75 |
|