Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,965
| Closed | -$223K | – | 1601 |
|
|
2024
Q3 | $223K | Sell |
1,965
-672
| -25% | -$76.3K | ﹤0.01% | 663 |
|
|
2024
Q2 | $287K | Hold |
2,637
| – | – | ﹤0.01% | 580 |
|
|
2024
Q1 | $279K | Hold |
2,637
| – | – | ﹤0.01% | 583 |
|
|
2023
Q4 | $250K | Hold |
2,637
| – | – | ﹤0.01% | 603 |
|
|
2023
Q3 | $224K | Buy |
+2,637
| New | +$224K | ﹤0.01% | 608 |
|