Wealth Enhancement Advisory Services’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 | $666K | Sell |
5,283
-19
| -0.4% | -$2.4K | ﹤0.01% | 1988 |
|
|
2025
Q1 | $605K | Buy |
5,302
+919
| +21% | +$105K | ﹤0.01% | 1901 |
|
|
2024
Q4 | $508K | Buy |
4,383
+569
| +15% | +$65.9K | ﹤0.01% | 1965 |
|
|
2024
Q3 | $433K | Sell |
3,814
-1,049
| -22% | -$119K | ﹤0.01% | 1901 |
|
|
2024
Q2 | $529K | Buy |
4,863
+2
| +0% | +$218 | ﹤0.01% | 1615 |
|
|
2024
Q1 | $515K | Buy |
4,861
+1
| +0% | +$106 | ﹤0.01% | 1564 |
|
|
2023
Q4 | $462K | Sell |
4,860
-460
| -9% | -$43.7K | ﹤0.01% | 1549 |
|
|
2023
Q3 | $452K | Buy |
+5,320
| New | +$452K | ﹤0.01% | 1486 |
|
|
2022
Q2 | – | Sell |
-29,864
| Closed | -$2.8M | – | 365 |
|
|
2022
Q1 | $2.8M | Buy |
29,864
+3,483
| +13% | +$327K | 0.04% | 169 |
|
|
2021
Q4 | $2.48M | Buy |
26,381
+14,307
| +118% | +$1.35M | 0.04% | 158 |
|
|
2021
Q3 | $1.3M | Buy |
+12,074
| New | +$1.3M | 0.02% | 185 |
|