YWM
Yoder Wealth Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
30,791
+1,726
| +6% | +$51.7K | 0.48% | 49 |
|
|
2025
Q1 | $896K | Sell |
29,065
-364
| -1% | -$11.2K | 0.5% | 46 |
|
|
2024
Q4 | $886K | Buy |
29,429
+1,630
| +6% | +$49.1K | 0.49% | 47 |
|
|
2024
Q3 | $900K | Buy |
27,799
+859
| +3% | +$27.8K | 0.54% | 46 |
|
|
2024
Q2 | $825K | Buy |
26,940
+114
| +0.4% | +$3.49K | 0.53% | 46 |
|
|
2024
Q1 | $883K | Sell |
26,826
-637
| -2% | -$21K | 0.58% | 42 |
|
|
2023
Q4 | $862K | Buy |
27,463
+370
| +1% | +$11.6K | 0.61% | 38 |
|
|
2023
Q3 | $814K | Buy |
27,093
+21,921
| +424% | +$659K | 0.67% | 37 |
|
|
2023
Q2 | $866K | Sell |
5,172
-110
| -2% | -$18.4K | 0.68% | 34 |
|
|
2023
Q1 | $900K | Buy |
+5,282
| New | +$900K | 0.75% | 33 |
|