BNC Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $327K | Sell |
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|
2024
Q1 | $387K | Hold |
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|
2023
Q4 | $353K | Buy |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $316K | Sell |
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|
2021
Q4 | $394K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $135K | Buy |
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