Fiduciary Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,175
| Closed | -$108K | – | 162 |
|
|
2021
Q1 | $108K | Sell |
1,175
-66
| -5% | -$6.07K | 0.16% | 52 |
|
|
2020
Q4 | $107K | Buy |
1,241
+4
| +0.3% | +$345 | 0.15% | 61 |
|
|
2020
Q3 | $93K | Buy |
+1,237
| New | +$93K | 0.15% | 57 |
|
|
2020
Q2 | – | Sell |
-6,478
| Closed | -$371K | – | 39 |
|
|
2020
Q1 | $371K | Sell |
6,478
-937
| -13% | -$53.7K | 0.7% | 27 |
|
|
2019
Q4 | $547K | Buy |
+7,415
| New | +$547K | 0.51% | 32 |
|