BSWA
Bromfield Sneider Wealth Advisors’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
Q1 | $673K | Buy |
5,834
+1,697
| +41% | +$196K | 0.42% | 23 |
|
|
2023
Q4 | $435K | Buy |
4,137
+46
| +1% | +$4.84K | 0.29% | 28 |
|
|
2023
Q3 | $385K | Hold |
4,091
| – | – | 0.29% | 28 |
|
|
2023
Q2 | $400K | Buy |
4,091
+8
| +0.2% | +$783 | 0.32% | 25 |
|
|
2023
Q1 | $370K | Buy |
4,083
+12
| +0.3% | +$1.09K | 0.31% | 25 |
|
|
2022
Q4 | $345K | Buy |
4,071
+666
| +20% | +$56.5K | 0.32% | 24 |
|
|
2022
Q3 | $271K | Buy |
3,405
+560
| +20% | +$44.6K | 0.32% | 25 |
|
|
2022
Q2 | $238K | Buy |
2,845
+1,196
| +73% | +$100K | 0.29% | 27 |
|
|
2022
Q1 | $166K | Buy |
+1,649
| New | +$166K | 0.17% | 31 |
|