YWM
Yoder Wealth Management’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Hold |
9,185
| – | – | 0.16% | 86 |
|
|
2025
Q1 | $292K | Hold |
9,185
| – | – | 0.16% | 84 |
|
|
2024
Q4 | $299K | Sell |
9,185
-140
| -2% | -$4.56K | 0.17% | 81 |
|
|
2024
Q3 | $348K | Hold |
9,325
| – | – | 0.21% | 70 |
|
|
2024
Q2 | $322K | Hold |
9,325
| – | – | 0.21% | 73 |
|
|
2024
Q1 | $339K | Sell |
9,325
-679
| -7% | -$24.7K | 0.22% | 70 |
|
|
2023
Q4 | $337K | Hold |
10,004
| – | – | 0.24% | 62 |
|
|
2023
Q3 | $310K | Buy |
10,004
+8,139
| +436% | +$252K | 0.26% | 59 |
|
|
2023
Q2 | $303K | Hold |
1,865
| – | – | 0.24% | 59 |
|
|
2023
Q1 | $304K | Buy |
+1,865
| New | +$304K | 0.25% | 58 |
|