Avantax Advisory Services’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
Q2 | $743K | Sell |
16,559
-77
| -0.5% | -$3.46K | ﹤0.01% | 1339 |
|
2025
Q1 | $706K | Buy |
16,636
+444
| +3% | +$18.8K | ﹤0.01% | 1298 |
|
2024
Q4 | $693K | Sell |
16,192
-313
| -2% | -$13.4K | ﹤0.01% | 1245 |
|
2024
Q3 | $726K | Buy |
16,505
+1,610
| +11% | +$70.8K | ﹤0.01% | 1186 |
|
2024
Q2 | $604K | Buy |
14,895
+1,640
| +12% | +$66.5K | ﹤0.01% | 1248 |
|
2024
Q1 | $558K | Buy |
13,255
+3,196
| +32% | +$135K | 0.01% | 984 |
|
2023
Q4 | $384K | Sell |
10,059
-3,611
| -26% | -$138K | ﹤0.01% | 1110 |
|
2023
Q3 | $471K | Buy |
13,670
+4,429
| +48% | +$153K | 0.01% | 971 |
|
2023
Q2 | $332K | Buy |
+9,241
| New | +$332K | ﹤0.01% | 1134 |
|