Cedar Brook Financial Partners’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
Q2 | – | Sell |
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|
2024
Q1 | $8.47M | Buy |
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|
2023
Q4 | $7.68M | Buy |
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|
2023
Q3 | $6.76M | Buy |
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|
2023
Q2 | $7.02M | Sell |
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|
2023
Q1 | $7.05M | Buy |
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|
2022
Q4 | $6.58M | Buy |
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|
2022
Q3 | $6.15M | Sell |
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|
2022
Q2 | $6.82M | Buy |
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|
2022
Q1 | $7.85M | Buy |
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|
2021
Q4 | $8.29M | Buy |
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|
2021
Q3 | $7.56M | Buy |
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|
2021
Q2 | $7.49M | Buy |
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|
2021
Q1 | $6.89M | Sell |
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|
2020
Q4 | $6.5M | Buy |
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|
2020
Q3 | $5.66M | Buy |
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|
2020
Q2 | $5.18M | Buy |
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|
2020
Q1 | $4.24M | Buy |
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|
2019
Q4 | $4.91M | Buy |
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|
2019
Q3 | $3.09M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $486K | Buy |
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