EverSource Wealth Advisors’s Timothy Plan US Large/Mid Cap Core Enhanced ETF TPLE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $182K | Sell |
6,792
-642
| -9% | -$17.2K | 0.01% | 897 |
|
2025
Q1 | $189K | Sell |
7,434
-142
| -2% | -$3.6K | 0.01% | 684 |
|
2024
Q4 | $194K | Sell |
7,576
-1,315
| -15% | -$33.6K | 0.01% | 669 |
|
2024
Q3 | $233K | Sell |
8,891
-6,077
| -41% | -$159K | 0.01% | 512 |
|
2024
Q2 | $377K | Sell |
14,968
-2,602
| -15% | -$65.6K | 0.03% | 374 |
|
2024
Q1 | $417K | Sell |
17,570
-11,121
| -39% | -$264K | 0.03% | 306 |
|
2023
Q4 | $654K | Sell |
28,691
-11,235
| -28% | -$256K | 0.06% | 214 |
|
2023
Q3 | $878K | Sell |
39,926
-12,245
| -23% | -$269K | 0.09% | 166 |
|
2023
Q2 | $1.2M | Sell |
52,171
-15,916
| -23% | -$366K | 0.13% | 143 |
|
2023
Q1 | $1.58M | Buy |
68,087
+13,023
| +24% | +$302K | 0.2% | 106 |
|
2022
Q4 | $1.31M | Buy |
55,064
+5,890
| +12% | +$140K | 0.2% | 96 |
|
2022
Q3 | $1.15M | Buy |
49,174
+18,795
| +62% | +$438K | 0.26% | 73 |
|
2022
Q2 | $713K | Buy |
30,379
+14,972
| +97% | +$351K | 0.18% | 103 |
|
2022
Q1 | $394K | Buy |
15,407
+13,177
| +591% | +$337K | 0.1% | 179 |
|
2021
Q4 | $61K | Buy |
+2,230
| New | +$61K | 0.02% | 389 |
|