Yoder Wealth Management, Inc. FHLC Holdings History
Number of Shares
76,447.00
Current Holdings Value*
$5.22 Mil
% of Portfolio
2.94%
Total Estimate Gain
$-164,104.19
% of Total Estimate Gain
-3.31%
Yoder Wealth Management, Inc.'s Fidelity MSCI Health Care Index ETF Holding Summary
As of 2025-03-31, Yoder Wealth Management, Inc. held 76,447.00 shares of Fidelity MSCI Health Care Index ETF(FHLC), totaling $5.22 Mil. This investment constitutes 2.94% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.18% of the outstanding Fidelity MSCI Health Care Index ETF(FHLC) stock.
The initial trade took place in 2023Q1. And since then Yoder Wealth Management, Inc. has made 7 purchases of FHLC, at an average price of $64.81, for a total of 76,447.00 shares. Based on historical transaction data and FHLC's current price of $62.66, Yoder Wealth Management, Inc.'s estimated gain on his FHLC holdings is $-164,104.19, reflecting a -3.31% gain to date.
Yoder Wealth Management, Inc. FHLC ($62.66) Holding Chart
Yoder Wealth Management, Inc. FHLC ($62.66) 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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