YWM
Yoder Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39M | Buy |
69,564
+4,498
| +7% | +$349K | 2.81% | 9 |
|
|
2025
Q1 | $4.46M | Buy |
65,066
+1,825
| +3% | +$125K | 2.51% | 11 |
|
|
2024
Q4 | $4.45M | Buy |
63,241
+5,660
| +10% | +$398K | 2.46% | 10 |
|
|
2024
Q3 | $4.16M | Buy |
57,581
+3,000
| +5% | +$217K | 2.5% | 10 |
|
|
2024
Q2 | $3.57M | Buy |
54,581
+539
| +1% | +$35.2K | 2.31% | 11 |
|
|
2024
Q1 | $3.66M | Sell |
54,042
-4,460
| -8% | -$302K | 2.39% | 11 |
|
|
2023
Q4 | $3.58M | Sell |
58,502
-1,991
| -3% | -$122K | 2.53% | 11 |
|
|
2023
Q3 | $3.27M | Sell |
60,493
-4,791
| -7% | -$259K | 2.7% | 9 |
|
|
2023
Q2 | $3.71M | Sell |
65,284
-2,470
| -4% | -$140K | 2.92% | 8 |
|
|
2023
Q1 | $3.58M | Buy |
+67,754
| New | +$3.58M | 2.98% | 9 |
|