LEGACY WEALTH ASSET MANAGEMENT, LLC – Timothy Plan US Large/Mid Cap Core ETF Transaction History
LEGACY WEALTH ASSET MANAGEMENT, LLC portfolio value:
$1.30M
portfolio value
LEGACY WEALTH ASSET MANAGEMENT, LLC quarter portfolio value change:
-3.60%
quarter
Timothy Plan US Large/Mid Cap Core ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.51% | 642 shares | -28K | $30.15 | 43.17K |
| Q2 2022 | share | Increase | +6.48% | 2.59K shares | -124K | $31.28 | 42.53K |
| Q1 2022 | share | Increase | +6.97% | 2.60K shares | 8K | $36.39 | 39.94K |
| Q4 2021 | share | Increase | +8.40% | 2.89K shares | 247K | $38.63 | 37.34K |
| Q3 2021 | share | Increase | +6.69% | 2.16K shares | 72K | $34.79 | 34.44K |
| Q2 2021 | share | Increase | +4.09% | 1.26K shares | 106K | $34.82 | 32.28K |
| Q1 2021 | share | Increase | +5.78% | 1.69K shares | 116K | $32.76 | 31.01K |
| Q4 2020 | share | Increase | 0.00% | 29.32K shares | 905K | $30.69 | 29.32K |