YWM
Yoder Wealth Management’s Invesco S&P 500 Equal Weight Communication Services ETF RSPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
32,250
+484
| +2% | +$18.5K | 0.64% | 43 |
|
|
2025
Q1 | $1.12M | Sell |
31,766
-173
| -0.5% | -$6.12K | 0.63% | 42 |
|
|
2024
Q4 | $1.09M | Buy |
31,939
+1,448
| +5% | +$49.5K | 0.6% | 45 |
|
|
2024
Q3 | $997K | Buy |
30,491
+772
| +3% | +$25.3K | 0.6% | 43 |
|
|
2024
Q2 | $882K | Buy |
29,719
+761
| +3% | +$22.6K | 0.57% | 44 |
|
|
2024
Q1 | $863K | Buy |
28,958
+6,996
| +32% | +$209K | 0.56% | 43 |
|
|
2023
Q4 | $644K | Buy |
21,962
+1,189
| +6% | +$34.9K | 0.45% | 46 |
|
|
2023
Q3 | $553K | Buy |
20,773
+2,554
| +14% | +$68K | 0.46% | 48 |
|
|
2023
Q2 | $518K | Buy |
18,219
+3,624
| +25% | +$103K | 0.41% | 50 |
|
|
2023
Q1 | $400K | Buy |
+14,595
| New | +$400K | 0.33% | 52 |
|