Baystate Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $16.7K | Buy |
+158
| New | +$16.7K | ﹤0.01% | 603 |
|
|
2023
Q3 | – | Sell |
-5,254
| Closed | -$514K | – | 1072 |
|
|
2023
Q2 | $514K | Buy |
5,254
+15
| +0.3% | +$1.47K | 0.04% | 132 |
|
|
2023
Q1 | $474K | Buy |
5,239
+4,129
| +372% | +$374K | 0.04% | 132 |
|
|
2022
Q4 | $94K | Buy |
1,110
+5
| +0.5% | +$423 | 0.01% | 258 |
|
|
2022
Q3 | $88K | Buy |
1,105
+6
| +0.5% | +$478 | 0.01% | 250 |
|
|
2022
Q2 | $92K | Buy |
+1,099
| New | +$92K | 0.01% | 247 |
|
|
2020
Q2 | – | Sell |
-292
| Closed | -$17K | – | 692 |
|
|
2020
Q1 | $17K | Buy |
+292
| New | +$17K | ﹤0.01% | 307 |
|
|
2017
Q3 | – | Sell |
-412
| Closed | -$23K | – | 673 |
|
|
2017
Q2 | $23K | Buy |
+412
| New | +$23K | ﹤0.01% | 261 |
|