YWM
Yoder Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
34,067
+1,102
| +3% | +$56.4K | 0.91% | 36 |
|
|
2025
Q1 | $1.69M | Buy |
32,965
+2,175
| +7% | +$111K | 0.95% | 35 |
|
|
2024
Q4 | $1.52M | Buy |
30,790
+3,322
| +12% | +$164K | 0.84% | 38 |
|
|
2024
Q3 | $1.4M | Buy |
27,468
+2,145
| +8% | +$110K | 0.84% | 33 |
|
|
2024
Q2 | $1.2M | Buy |
25,323
+1,453
| +6% | +$68.9K | 0.78% | 35 |
|
|
2024
Q1 | $1.14M | Buy |
23,870
+1,944
| +9% | +$92.5K | 0.74% | 36 |
|
|
2023
Q4 | $979K | Buy |
21,926
+1,681
| +8% | +$75K | 0.69% | 36 |
|
|
2023
Q3 | $862K | Buy |
20,245
+901
| +5% | +$38.4K | 0.71% | 33 |
|
|
2023
Q2 | $879K | Buy |
19,344
+2,135
| +12% | +$97K | 0.69% | 33 |
|
|
2023
Q1 | $777K | Buy |
+17,209
| New | +$777K | 0.65% | 36 |
|