Sowell Financial Services’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-18,576
| Closed | -$719K | – | 491 |
|
|
2021
Q4 | $719K | Sell |
18,576
-3,269
| -15% | -$127K | 0.04% | 380 |
|
|
2021
Q3 | $761K | Buy |
+21,845
| New | +$761K | 0.05% | 333 |
|
|
2021
Q2 | – | Sell |
-1,385
| Closed | -$48K | – | 2528 |
|
|
2021
Q1 | $48K | Sell |
1,385
-1,205
| -47% | -$41.8K | ﹤0.01% | 1676 |
|
|
2020
Q4 | $80K | Buy |
2,590
+1,164
| +82% | +$36K | ﹤0.01% | 1239 |
|
|
2020
Q3 | $38K | Buy |
+1,426
| New | +$38K | ﹤0.01% | 1310 |
|