Ever Source Wealth Advisors, LLC Timothy Plan High Divid Stk En Transaction History

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Timothy Plan High Divid Stk En stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 18,412 shares of TPHE stock, worth $439,310. This represents 0.04% of its overall portfolio holdings.

Number of Shares

18,412

Previous 26,079 29.4%

Holding current value

$439,310

Previous $642,000 29.44%

% of portfolio

0.04%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	SELL	$22.02 - $24.63 $168,827 - $188,838	-7,667 Reduced 29.4%	18,412 $453,000
Q4 2023 Feb 09, 2024	SELL	$21.19 - $22.69 $510,933 - $547,101	-24,112 Reduced 48.04%	26,079 $589,000
Q3 2023 Nov 03, 2023	SELL	$22.01 - $23.57 $486,002 - $520,449	-22,081 Reduced 30.55%	50,191 $1.1 Million
Q2 2023 Aug 04, 2023	SELL	$22.33 - $23.65 $385,304 - $408,080	-17,255 Reduced 19.27%	72,272 $1.64 Million
Q1 2023 May 11, 2023	BUY	$22.32 - $24.64 $216,883 - $239,426	9,717 Added 12.18%	89,527 $2.11 Million

Q4 2022 Feb 09, 2023	BUY	$23.2 - $24.52 $208,336 - $220,189	8,980 Added 12.68%	79,810 $1.87 Million
Q3 2022 Nov 07, 2022	BUY	N/A	25,191 Added 55.2%	70,830 $1.59 Million
Q2 2022 Aug 01, 2022	BUY	N/A	26,323 Added 136.28%	45,639 $1.12 Million
Q1 2022 May 25, 2022	BUY	N/A	19,316 New	19,316 $528,000

Others Institutions Holding TPHE

# of Institutions

Shares Held

556K

Call Options Held

Put Options Held

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About TIMOTHY PLAN HIGH DIVID STK EN

Ticker TPHE
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Ever Source Wealth Advisors, LLC Timothy Plan High Divid Stk En Transaction History