WMWM
Whitaker-Myers Wealth Managers’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,952
| Closed | -$426K | – | 137 |
|
|
2024
Q4 | $426K | Buy |
9,952
+2,071
| +26% | +$88.7K | 0.12% | 69 |
|
|
2024
Q3 | $347K | Buy |
7,881
+468
| +6% | +$20.6K | 0.12% | 77 |
|
|
2024
Q2 | $301K | Buy |
7,413
+362
| +5% | +$14.7K | 0.11% | 78 |
|
|
2024
Q1 | $297K | Buy |
+7,051
| New | +$297K | 0.13% | 76 |
|