AE Wealth Management’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,570
| Closed | -$67.2K | – | 2277 |
|
2024
Q4 | $67.2K | Buy |
+1,570
| New | +$67.2K | ﹤0.01% | 1507 |
|
2024
Q1 | – | Sell |
-7,449
| Closed | -$284K | – | 1909 |
|
2023
Q4 | $284K | Buy |
7,449
+26
| +0.4% | +$991 | ﹤0.01% | 1731 |
|
2023
Q3 | $256K | Buy |
7,423
+1,525
| +26% | +$52.6K | ﹤0.01% | 1675 |
|
2023
Q2 | $212K | Buy |
+5,898
| New | +$212K | ﹤0.01% | 1720 |
|