FP
Fiduciary Planning’s Clockwise Core Equity & Innovation ETF TIME Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.32M | Sell |
51,986
-56,536
| -52% | -$1.44M | 0.44% | 32 |
|
2025
Q1 | $2.45M | Sell |
108,522
-113,066
| -51% | -$2.56M | 0.81% | 23 |
|
2024
Q4 | $5.5M | Sell |
221,588
-146,509
| -40% | -$3.64M | 1.79% | 14 |
|
2024
Q3 | $10.1M | Sell |
368,097
-132,772
| -27% | -$3.66M | 3.44% | 8 |
|
2024
Q2 | $13.6M | Sell |
500,869
-74,820
| -13% | -$2.03M | 4.86% | 7 |
|
2024
Q1 | $14.8M | Buy |
575,689
+147,707
| +35% | +$3.79M | 5.58% | 7 |
|
2023
Q4 | $8.99M | Buy |
427,982
+313,301
| +273% | +$6.58M | 3.83% | 8 |
|
2023
Q3 | $2.53M | Buy |
+114,681
| New | +$2.53M | 1.19% | 19 |
|