EWA
EverSource Wealth Advisors’s Timothy Plan US Small Cap Core ETF TPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
69,149
+6,719
| +11% | +$260K | 0.12% | 138 |
|
|
2025
Q1 | $2.31M | Sell |
62,430
-2,967
| -5% | -$110K | 0.13% | 138 |
|
|
2024
Q4 | $2.55M | Buy |
65,397
+5,271
| +9% | +$206K | 0.14% | 123 |
|
|
2024
Q3 | $2.34M | Sell |
60,126
-853
| -1% | -$33.2K | 0.15% | 125 |
|
|
2024
Q2 | $2.39M | Buy |
60,979
+2,252
| +4% | +$88.3K | 0.16% | 120 |
|
|
2024
Q1 | $2.02M | Buy |
58,727
+12,917
| +28% | +$445K | 0.16% | 117 |
|
|
2023
Q4 | $1.62M | Buy |
45,810
+6,602
| +17% | +$234K | 0.15% | 129 |
|
|
2023
Q3 | $1.21M | Buy |
39,208
+15,424
| +65% | +$478K | 0.13% | 141 |
|
|
2023
Q2 | $758K | Buy |
23,784
+6,738
| +40% | +$215K | 0.08% | 189 |
|
|
2023
Q1 | $533K | Buy |
17,046
+5,694
| +50% | +$178K | 0.07% | 211 |
|
|
2022
Q4 | $345K | Buy |
11,352
+1,322
| +13% | +$40.2K | 0.05% | 258 |
|
|
2022
Q3 | $278K | Buy |
10,030
+3,153
| +46% | +$87.4K | 0.06% | 251 |
|
|
2022
Q2 | $199K | Buy |
6,877
+1,627
| +31% | +$47.1K | 0.05% | 257 |
|
|
2022
Q1 | $173K | Buy |
5,250
+2,070
| +65% | +$68.2K | 0.04% | 267 |
|
|
2021
Q4 | $113K | Buy |
+3,180
| New | +$113K | 0.03% | 291 |
|