YWM
Yoder Wealth Management’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
5,418
+100
| +2% | +$4.62K | 0.13% | 99 |
|
|
2025
Q1 | $213K | Hold |
5,318
| – | – | 0.12% | 105 |
|
|
2024
Q4 | $254K | Sell |
5,318
-235
| -4% | -$11.2K | 0.14% | 89 |
|
|
2024
Q3 | $266K | Buy |
5,553
+105
| +2% | +$5.03K | 0.16% | 91 |
|
|
2024
Q2 | $254K | Buy |
5,448
+123
| +2% | +$5.74K | 0.16% | 90 |
|
|
2024
Q1 | $247K | Hold |
5,325
| – | – | 0.16% | 89 |
|
|
2023
Q4 | $257K | Hold |
5,325
| – | – | 0.18% | 80 |
|
|
2023
Q3 | $233K | Buy |
5,325
+3,634
| +215% | +$159K | 0.19% | 69 |
|
|
2023
Q2 | $249K | Buy |
1,691
+55
| +3% | +$8.11K | 0.2% | 64 |
|
|
2023
Q1 | $215K | Buy |
+1,636
| New | +$215K | 0.18% | 66 |
|