YWM
Yoder Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Buy |
151,804
+9,153
| +6% | +$373K | 3.23% | 6 |
|
|
2025
Q1 | $4.88M | Sell |
142,651
-1,200
| -0.8% | -$41K | 2.75% | 10 |
|
|
2024
Q4 | $5.38M | Buy |
143,851
+12,636
| +10% | +$473K | 2.97% | 8 |
|
|
2024
Q3 | $4.95M | Buy |
131,215
+6,603
| +5% | +$249K | 2.97% | 9 |
|
|
2024
Q2 | $4.57M | Buy |
124,612
+1,950
| +2% | +$71.5K | 2.96% | 9 |
|
|
2024
Q1 | $4.32M | Sell |
122,662
-2,088
| -2% | -$73.5K | 2.82% | 10 |
|
|
2023
Q4 | $4.07M | Sell |
124,750
-2,847
| -2% | -$92.9K | 2.87% | 8 |
|
|
2023
Q3 | $3.59M | Buy |
127,597
+115,080
| +919% | +$3.24M | 2.96% | 8 |
|
|
2023
Q2 | $3.68M | Sell |
12,517
-1,010
| -7% | -$297K | 2.9% | 9 |
|
|
2023
Q1 | $3.73M | Buy |
+13,527
| New | +$3.73M | 3.1% | 8 |
|