YWM
Yoder Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
22,275
+1,042
| +5% | +$52K | 0.58% | 46 |
|
|
2025
Q1 | $1.03M | Buy |
21,233
+541
| +3% | +$26.1K | 0.58% | 44 |
|
|
2024
Q4 | $997K | Buy |
20,692
+1,652
| +9% | +$79.6K | 0.55% | 46 |
|
|
2024
Q3 | $1.03M | Buy |
19,040
+1,164
| +7% | +$63.1K | 0.62% | 42 |
|
|
2024
Q2 | $884K | Buy |
17,876
+767
| +4% | +$37.9K | 0.57% | 43 |
|
|
2024
Q1 | $896K | Buy |
17,109
+1,343
| +9% | +$70.3K | 0.58% | 41 |
|
|
2023
Q4 | $768K | Buy |
15,766
+1,688
| +12% | +$82.3K | 0.54% | 41 |
|
|
2023
Q3 | $622K | Buy |
14,078
+927
| +7% | +$41K | 0.51% | 45 |
|
|
2023
Q2 | $614K | Buy |
13,151
+1,364
| +12% | +$63.6K | 0.48% | 44 |
|
|
2023
Q1 | $537K | Buy |
+11,787
| New | +$537K | 0.45% | 46 |
|