Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-1.42 Mil
% of Total Estimate Gain
-62.12%

Yoder Wealth Management, Inc.'s Invesco S P 500 Equal Weight Consumer Discretionary ETF Holding Summary

As of 2025-03-31, Yoder Wealth Management, Inc. held - shares of Invesco S P 500 Equal Weight Consumer Discretionary ETF(RCD), totaling N/A. This investment constitutes 0% of their stock portfolio, and Yoder Wealth Management, Inc. now holds -% of the outstanding Invesco S P 500 Equal Weight Consumer Discretionary ETF(RCD) stock.

The initial trade took place in 2023Q1. And since then Yoder Wealth Management, Inc. has made 2 purchases of RCD, at an average price of $69.36, for a total of 32,945.00 shares. In addition, there have been 5 sales at an average price of $26.27 for 32,945.00 shares. Based on historical transaction data and RCD's current price of $23.53, Yoder Wealth Management, Inc.'s estimated gain on his RCD holdings is $-1.42 Mil, reflecting a -62.12% gain to date.

Yoder Wealth Management, Inc. RCD ($23.53) Holding Chart

Yoder Wealth Management, Inc. RCD ($23.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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