EWA
EverSource Wealth Advisors’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Sell |
81,818
-3,344
| -4% | -$150K | 0.17% | 116 |
|
|
2025
Q1 | $3.61M | Sell |
85,162
-30,578
| -26% | -$1.3M | 0.2% | 105 |
|
|
2024
Q4 | $4.96M | Buy |
115,740
+16,814
| +17% | +$720K | 0.28% | 79 |
|
|
2024
Q3 | $4.35M | Sell |
98,926
-28,003
| -22% | -$1.23M | 0.28% | 77 |
|
|
2024
Q2 | $5.37M | Buy |
126,929
+8,641
| +7% | +$365K | 0.36% | 65 |
|
|
2024
Q1 | $4.7M | Buy |
118,288
+22,465
| +23% | +$893K | 0.37% | 66 |
|
|
2023
Q4 | $3.66M | Buy |
95,823
+28,061
| +41% | +$1.07M | 0.34% | 73 |
|
|
2023
Q3 | $2.34M | Buy |
67,762
+46,991
| +226% | +$1.62M | 0.25% | 92 |
|
|
2023
Q2 | $747K | Buy |
20,771
+20,139
| +3,187% | +$725K | 0.08% | 191 |
|
|
2023
Q1 | $21.8K | Buy |
632
+229
| +57% | +$7.89K | ﹤0.01% | 1054 |
|
|
2022
Q4 | $13.5K | Buy |
403
+219
| +119% | +$7.34K | ﹤0.01% | 1215 |
|
|
2022
Q3 | $6K | Sell |
184
-60
| -25% | -$1.96K | ﹤0.01% | 1325 |
|
|
2022
Q2 | $8K | Hold |
244
| – | – | ﹤0.01% | 1132 |
|
|
2022
Q1 | $9K | Hold |
244
| – | – | ﹤0.01% | 1041 |
|
|
2021
Q4 | $9K | Buy |
+244
| New | +$9K | ﹤0.01% | 1020 |
|