Buffington Mohr McNeal’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
Q2 | – | Sell |
-2,268
| Closed | -$205K | – | 125 |
|
|
2023
Q1 | $205K | Buy |
+2,268
| New | +$205K | 0.05% | 120 |
|
|
2022
Q2 | – | Sell |
-2,539
| Closed | -$256K | – | 123 |
|
|
2022
Q1 | $256K | Buy |
2,539
+271
| +12% | +$27.3K | 0.05% | 116 |
|
|
2021
Q4 | $243K | Buy |
+2,268
| New | +$243K | 0.04% | 125 |
|
|
2019
Q2 | – | Sell |
-1,995
| Closed | -$128K | – | 219 |
|
|
2019
Q1 | $128K | Buy |
+1,995
| New | +$128K | 0.04% | 135 |
|