YWM
Yoder Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
41,617
+2,068
| +5% | +$109K | 1.14% | 29 |
|
|
2025
Q1 | $2.02M | Buy |
39,549
+1,225
| +3% | +$62.4K | 1.13% | 30 |
|
|
2024
Q4 | $1.87M | Buy |
38,324
+2,512
| +7% | +$123K | 1.03% | 30 |
|
|
2024
Q3 | $1.86M | Buy |
35,812
+1,667
| +5% | +$86.4K | 1.11% | 28 |
|
|
2024
Q2 | $1.5M | Buy |
34,145
+1,690
| +5% | +$74.3K | 0.97% | 31 |
|
|
2024
Q1 | $1.38M | Buy |
32,455
+3,788
| +13% | +$161K | 0.9% | 32 |
|
|
2023
Q4 | $1.17M | Buy |
28,667
+6,628
| +30% | +$271K | 0.83% | 32 |
|
|
2023
Q3 | $836K | Buy |
22,039
+1,170
| +6% | +$44.4K | 0.69% | 35 |
|
|
2023
Q2 | $882K | Buy |
20,869
+980
| +5% | +$41.4K | 0.7% | 32 |
|
|
2023
Q1 | $872K | Buy |
+19,889
| New | +$872K | 0.72% | 35 |
|