WMWM
Whitaker-Myers Wealth Managers’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 | $415K | Sell |
10,742
-109
| -1% | -$4.22K | 0.1% | 84 |
|
|
2025
Q1 | $402K | Buy |
10,851
+1,130
| +12% | +$41.8K | 0.11% | 81 |
|
|
2024
Q4 | $380K | Sell |
9,721
-425
| -4% | -$16.6K | 0.11% | 76 |
|
|
2024
Q3 | $395K | Buy |
10,146
+796
| +9% | +$31K | 0.13% | 71 |
|
|
2024
Q2 | $332K | Buy |
9,350
+188
| +2% | +$6.68K | 0.12% | 71 |
|
|
2024
Q1 | $336K | Buy |
9,162
+220
| +2% | +$8.07K | 0.14% | 68 |
|
|
2023
Q4 | $316K | Sell |
8,942
-345
| -4% | -$12.2K | 0.16% | 62 |
|
|
2023
Q3 | $288K | Buy |
9,287
+219
| +2% | +$6.78K | 0.18% | 60 |
|
|
2023
Q2 | $289K | Buy |
9,068
+674
| +8% | +$21.5K | 0.19% | 58 |
|
|
2023
Q1 | $262K | Buy |
8,394
+258
| +3% | +$8.07K | 0.2% | 58 |
|
|
2022
Q4 | $248K | Buy |
+8,136
| New | +$248K | 0.24% | 60 |
|