Boston Financial 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
Q1 | – | Sell |
-2,628
| Closed | -$277K | – | 332 |
|
|
2023
Q4 | $277K | Hold |
2,628
| – | – | 0.01% | 288 |
|
|
2023
Q3 | $248K | Hold |
2,628
| – | – | 0.01% | 279 |
|
|
2023
Q2 | $257K | Sell |
2,628
-410
| -13% | -$40.1K | 0.01% | 285 |
|
|
2023
Q1 | $275K | Sell |
3,038
-754
| -20% | -$68.3K | 0.01% | 278 |
|
|
2022
Q4 | $322K | Sell |
3,792
-60
| -2% | -$5.09K | 0.01% | 264 |
|
|
2022
Q3 | $306K | Buy |
+3,852
| New | +$306K | 0.01% | 257 |
|