YWM
Yoder Wealth Management’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
32,451
+2,347
| +8% | +$125K | 0.9% | 37 |
|
|
2025
Q1 | $1.5M | Sell |
30,104
-1,226
| -4% | -$61.2K | 0.85% | 38 |
|
|
2024
Q4 | $1.67M | Buy |
31,330
+1,320
| +4% | +$70.5K | 0.92% | 36 |
|
|
2024
Q3 | $1.56M | Buy |
30,010
+1,053
| +4% | +$54.9K | 0.94% | 32 |
|
|
2024
Q2 | $1.39M | Sell |
28,957
-588
| -2% | -$28.2K | 0.9% | 33 |
|
|
2024
Q1 | $1.35M | Sell |
29,545
-823
| -3% | -$37.5K | 0.88% | 33 |
|
|
2023
Q4 | $1.38M | Sell |
30,368
-517
| -2% | -$23.5K | 0.97% | 30 |
|
|
2023
Q3 | $1.4M | Buy |
30,885
+20,949
| +211% | +$948K | 1.15% | 27 |
|
|
2023
Q2 | $1.37M | Sell |
9,936
-204
| -2% | -$28.1K | 1.08% | 27 |
|
|
2023
Q1 | $1.3M | Buy |
+10,140
| New | +$1.3M | 1.08% | 29 |
|