YLHM
Yelin Lapidot Holdings Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
81,510
-15,950
| -16% | -$2.9M | 2.71% | 10 |
|
|
2025
Q1 | $16.9M | Hold |
97,460
| – | – | 3.26% | 7 |
|
|
2024
Q4 | $17.1M | Hold |
97,460
| – | – | 2.97% | 11 |
|
|
2024
Q3 | $17.5M | Hold |
97,460
| – | – | 2.88% | 11 |
|
|
2024
Q2 | $16M | Buy |
97,460
+16,460
| +20% | +$2.7M | 2.82% | 11 |
|
|
2024
Q1 | $13.7M | Buy |
81,000
+27,200
| +51% | +$4.61M | 2.82% | 9 |
|
|
2023
Q4 | $8.49M | Hold |
53,800
| – | – | 2.05% | 14 |
|
|
2023
Q3 | $7.64M | Buy |
+53,800
| New | +$7.64M | 1.88% | 16 |
|