BWP
Baldwin Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-197
| Closed | -$24.7K | – | 635 |
|
|
2024
Q3 | $24.7K | Sell |
197
-10
| -5% | -$1.26K | ﹤0.01% | 665 |
|
|
2024
Q2 | $24.6K | Buy |
207
+168
| +431% | +$20K | ﹤0.01% | 438 |
|
|
2024
Q1 | $4.5K | Hold |
39
| – | – | ﹤0.01% | 603 |
|
|
2023
Q4 | $4.1K | Hold |
39
| – | – | ﹤0.01% | 628 |
|
|
2023
Q3 | $3.67K | Sell |
39
-20
| -34% | -$1.88K | ﹤0.01% | 651 |
|
|
2023
Q2 | $5.77K | Hold |
59
| – | – | ﹤0.01% | 639 |
|
|
2023
Q1 | $5.34K | Hold |
59
| – | – | ﹤0.01% | 669 |
|
|
2022
Q4 | $5K | Hold |
59
| – | – | ﹤0.01% | 659 |
|
|
2022
Q3 | $5K | Hold |
59
| – | – | ﹤0.01% | 563 |
|
|
2022
Q2 | $5K | Hold |
59
| – | – | ﹤0.01% | 589 |
|
|
2022
Q1 | $6K | Hold |
59
| – | – | ﹤0.01% | 574 |
|
|
2021
Q4 | $6K | Hold |
59
| – | – | ﹤0.01% | 541 |
|
|
2021
Q3 | $6K | Hold |
59
| – | – | ﹤0.01% | 559 |
|
|
2021
Q2 | $6K | Hold |
59
| – | – | ﹤0.01% | 569 |
|
|
2021
Q1 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 559 |
|