WMWM
Whitaker-Myers Wealth Managers’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
7,846
-154
| -2% | -$5.82K | 0.07% | 94 |
|
|
2025
Q1 | $301K | Buy |
+8,000
| New | +$301K | 0.08% | 91 |
|
|
2024
Q2 | – | Sell |
-5,701
| Closed | -$206K | – | 102 |
|
|
2024
Q1 | $206K | Sell |
5,701
-1,516
| -21% | -$54.8K | 0.09% | 92 |
|
|
2023
Q4 | $239K | Sell |
7,217
-265
| -4% | -$8.78K | 0.12% | 70 |
|
|
2023
Q3 | $229K | Buy |
7,482
+217
| +3% | +$6.64K | 0.14% | 67 |
|
|
2023
Q2 | $229K | Buy |
7,265
+80
| +1% | +$2.52K | 0.15% | 67 |
|
|
2023
Q1 | $224K | Sell |
7,185
-1,380
| -16% | -$43.1K | 0.17% | 64 |
|
|
2022
Q4 | $267K | Buy |
+8,565
| New | +$267K | 0.26% | 56 |
|