YWM
Yoder Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
63,159
+922
| +1% | +$68.3K | 2.44% | 13 |
|
|
2025
Q1 | $4.33M | Buy |
62,237
+3,824
| +7% | +$266K | 2.44% | 12 |
|
|
2024
Q4 | $4.01M | Buy |
58,413
+6,835
| +13% | +$469K | 2.22% | 11 |
|
|
2024
Q3 | $3.29M | Buy |
51,578
+3,653
| +8% | +$233K | 1.98% | 17 |
|
|
2024
Q2 | $2.78M | Sell |
47,925
-1,855
| -4% | -$107K | 1.8% | 18 |
|
|
2024
Q1 | $2.96M | Sell |
49,780
-211
| -0.4% | -$12.5K | 1.93% | 16 |
|
|
2023
Q4 | $2.68M | Buy |
49,991
+4,187
| +9% | +$224K | 1.89% | 17 |
|
|
2023
Q3 | $2.13M | Buy |
45,804
+3,728
| +9% | +$174K | 1.76% | 16 |
|
|
2023
Q2 | $1.98M | Buy |
42,076
+6,638
| +19% | +$312K | 1.56% | 19 |
|
|
2023
Q1 | $1.6M | Buy |
+35,438
| New | +$1.6M | 1.33% | 23 |
|