YWM
Yoder Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
66,595
+5,961
| +10% | +$174K | 1.01% | 32 |
|
|
2025
Q1 | $1.8M | Buy |
60,634
+1,178
| +2% | +$35K | 1.02% | 33 |
|
|
2024
Q4 | $1.74M | Buy |
59,456
+4,714
| +9% | +$138K | 0.96% | 34 |
|
|
2024
Q3 | $1.76M | Buy |
54,742
+2,764
| +5% | +$89.1K | 1.06% | 30 |
|
|
2024
Q2 | $1.56M | Sell |
51,978
-340
| -0.6% | -$10.2K | 1.01% | 30 |
|
|
2024
Q1 | $1.66M | Sell |
52,318
-1,734
| -3% | -$55.1K | 1.09% | 28 |
|
|
2023
Q4 | $1.61M | Buy |
54,052
+716
| +1% | +$21.3K | 1.14% | 26 |
|
|
2023
Q3 | $1.46M | Buy |
53,336
+48,474
| +997% | +$1.33M | 1.21% | 26 |
|
|
2023
Q2 | $1.45M | Sell |
4,862
-353
| -7% | -$105K | 1.14% | 26 |
|
|
2023
Q1 | $1.52M | Buy |
+5,215
| New | +$1.52M | 1.26% | 26 |
|