EverSource Wealth Advisors’s Timothy Plan High Dividend Stock Enhanced ETF TPHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.7K | Sell |
3,443
-1,194
|
|
||||
|
2025
Q1 | $119K | Sell |
4,637
-128
|
|
||||
|
2024
Q4 | $118K | Sell |
4,765
-1,702
|
|
||||
|
2024
Q3 | $166K | Sell |
6,467
-6,763
|
|
||||
|
2024
Q2 | $331K | Sell |
13,230
-5,182
|
|
||||
|
2024
Q1 | $437K | Sell |
18,412
-7,667
|
|
||||
|
2023
Q4 | $590K | Sell |
26,079
-24,112
|
|
||||
|
2023
Q3 | $1.1M | Sell |
50,191
-22,081
|
|
||||
|
2023
Q2 | $1.64M | Sell |
72,272
-17,255
|
|
||||
|
2023
Q1 | $2.11M | Buy |
89,527
+9,717
|
|
||||
|
2022
Q4 | $1.87M | Buy |
79,810
+8,980
|
|
||||
|
2022
Q3 | $1.59M | Buy |
70,830
+25,191
|
|
||||
|
2022
Q2 | $1.12M | Buy |
45,639
+26,323
|
|
||||
|
2022
Q1 | $528K | Buy |
+19,316
|
|