YWM
Yoder Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Sell |
14,736
-22
| -0.1% | -$5.57K | 1.94% | 16 |
|
|
2025
Q1 | $3.05M | Buy |
14,758
+33
| +0.2% | +$6.81K | 1.72% | 19 |
|
|
2024
Q4 | $3.42M | Buy |
14,725
+707
| +5% | +$164K | 1.89% | 16 |
|
|
2024
Q3 | $3.16M | Buy |
14,018
+175
| +1% | +$39.5K | 1.9% | 18 |
|
|
2024
Q2 | $3.13M | Buy |
13,843
+651
| +5% | +$147K | 2.03% | 14 |
|
|
2024
Q1 | $2.75M | Buy |
13,192
+62
| +0.5% | +$12.9K | 1.79% | 18 |
|
|
2023
Q4 | $2.53M | Sell |
13,130
-138
| -1% | -$26.6K | 1.78% | 18 |
|
|
2023
Q3 | $2.18M | Sell |
13,268
-46
| -0.3% | -$7.54K | 1.79% | 15 |
|
|
2023
Q2 | $2.31M | Sell |
13,314
-546
| -4% | -$94.9K | 1.82% | 16 |
|
|
2023
Q1 | $2.09M | Buy |
+13,860
| New | +$2.09M | 1.74% | 18 |
|