Exencial Wealth Advisors’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
Q1
Sell
-5,501
Closed -$466K 422
2022
Q4
$466K Buy
+5,501
New +$466K 0.03% 295
2022
Q1
Sell
-2,673
Closed -$286K 462
2021
Q4
$286K Buy
+2,673
New +$286K 0.01% 395