Beaird Harris 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
2024
Q2
Sell
-51
Closed -$5.88K 763
2024
Q1
$5.88K Buy
+51
New +$5.88K ﹤0.01% 378
2023
Q3
Sell
-29
Closed -$2.84K 470
2023
Q2
$2.84K Hold
29
﹤0.01% 356
2023
Q1
$2.63K Buy
+29
New +$2.63K ﹤0.01% 360