Avior 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 |
-4,022
| Closed | -$172K | – | 2202 |
|
2024
Q4 | $172K | Buy |
4,022
+10
| +0.2% | +$428 | 0.01% | 747 |
|
2024
Q3 | $177K | Buy |
4,012
+564
| +16% | +$24.8K | 0.01% | 733 |
|
2024
Q2 | $140K | Buy |
3,448
+8
| +0.2% | +$325 | 0.01% | 768 |
|
2024
Q1 | $145K | Buy |
3,440
+7
| +0.2% | +$295 | 0.01% | 807 |
|
2023
Q4 | $131K | Buy |
3,433
+260
| +8% | +$9.94K | 0.01% | 577 |
|
2023
Q3 | $109K | Buy |
3,173
+6
| +0.2% | +$207 | 0.01% | 612 |
|
2023
Q2 | $114K | Buy |
3,167
+9
| +0.3% | +$324 | 0.01% | 610 |
|
2023
Q1 | $109K | Buy |
+3,158
| New | +$109K | 0.01% | 623 |
|