YWM
Yoder Wealth Management’s SPDR S&P Insurance ETF KIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,515
| Closed | -$256K | – | 116 |
|
|
2024
Q3 | $256K | Sell |
4,515
-1,145
| -20% | -$65K | 0.15% | 92 |
|
|
2024
Q2 | $282K | Sell |
5,660
-160
| -3% | -$7.97K | 0.18% | 81 |
|
|
2024
Q1 | $303K | Hold |
5,820
| – | – | 0.2% | 75 |
|
|
2023
Q4 | $263K | Hold |
5,820
| – | – | 0.19% | 76 |
|
|
2023
Q3 | $248K | Hold |
5,820
| – | – | 0.2% | 67 |
|
|
2023
Q2 | $238K | Buy |
5,820
+225
| +4% | +$9.2K | 0.19% | 67 |
|
|
2023
Q1 | $220K | Buy |
+5,595
| New | +$220K | 0.18% | 64 |
|