YWM
Yoder Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
42,187
+828
| +2% | +$77.9K | 2.07% | 15 |
|
|
2025
Q1 | $3.5M | Buy |
41,359
+1,525
| +4% | +$129K | 1.97% | 14 |
|
|
2024
Q4 | $3.88M | Buy |
39,834
+1,811
| +5% | +$177K | 2.14% | 14 |
|
|
2024
Q3 | $3.36M | Buy |
38,023
+2,186
| +6% | +$193K | 2.02% | 14 |
|
|
2024
Q2 | $2.9M | Buy |
35,837
+1,094
| +3% | +$88.6K | 1.88% | 15 |
|
|
2024
Q1 | $2.87M | Sell |
34,743
-221
| -0.6% | -$18.2K | 1.87% | 17 |
|
|
2023
Q4 | $2.76M | Sell |
34,964
-347
| -1% | -$27.4K | 1.95% | 16 |
|
|
2023
Q3 | $2.47M | Buy |
35,311
+589
| +2% | +$41.1K | 2.03% | 14 |
|
|
2023
Q2 | $2.55M | Buy |
34,722
+2,942
| +9% | +$216K | 2.01% | 14 |
|
|
2023
Q1 | $2.08M | Buy |
+31,780
| New | +$2.08M | 1.73% | 19 |
|