YWM
Yoder Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
107,851
+2,893
| +3% | +$67.8K | 1.32% | 25 |
|
|
2025
Q1 | $2.68M | Buy |
104,958
+2,960
| +3% | +$75.6K | 1.51% | 23 |
|
|
2024
Q4 | $2.43M | Buy |
101,998
+6,127
| +6% | +$146K | 1.34% | 25 |
|
|
2024
Q3 | $2.31M | Buy |
95,871
+4,514
| +5% | +$109K | 1.39% | 23 |
|
|
2024
Q2 | $2.29M | Buy |
91,357
+4,957
| +6% | +$124K | 1.48% | 21 |
|
|
2024
Q1 | $2.24M | Buy |
86,400
+13,127
| +18% | +$340K | 1.46% | 22 |
|
|
2023
Q4 | $1.69M | Buy |
73,273
+2,586
| +4% | +$59.6K | 1.19% | 25 |
|
|
2023
Q3 | $1.76M | Sell |
70,687
-5
| -0% | -$125 | 1.45% | 22 |
|
|
2023
Q2 | $1.57M | Buy |
70,692
+441
| +0.6% | +$9.77K | 1.23% | 24 |
|
|
2023
Q1 | $1.58M | Buy |
+70,251
| New | +$1.58M | 1.31% | 24 |
|