YWM
Yoder Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Buy |
80,327
+3,880
| +5% | +$248K | 2.68% | 10 |
|
|
2025
Q1 | $5.22M | Buy |
76,447
+15,460
| +25% | +$1.06M | 2.94% | 9 |
|
|
2024
Q4 | $3.99M | Buy |
60,987
+7,798
| +15% | +$510K | 2.2% | 12 |
|
|
2024
Q3 | $3.87M | Buy |
53,189
+5,135
| +11% | +$374K | 2.33% | 11 |
|
|
2024
Q2 | $3.3M | Buy |
48,054
+1,946
| +4% | +$133K | 2.13% | 12 |
|
|
2024
Q1 | $3.22M | Buy |
46,108
+776
| +2% | +$54.1K | 2.1% | 14 |
|
|
2023
Q4 | $2.93M | Buy |
45,332
+3,724
| +9% | +$241K | 2.07% | 14 |
|
|
2023
Q3 | $2.52M | Buy |
41,608
+3,970
| +11% | +$241K | 2.08% | 13 |
|
|
2023
Q2 | $2.38M | Buy |
37,638
+2,084
| +6% | +$132K | 1.87% | 15 |
|
|
2023
Q1 | $2.19M | Buy |
+35,554
| New | +$2.19M | 1.82% | 14 |
|