Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-620
| Closed | -$63K | – | 215 |
|
|
2022
Q1 | $63K | Hold |
620
| – | – | 0.04% | 170 |
|
|
2021
Q4 | $66K | Hold |
620
| – | – | 0.05% | 165 |
|
|
2021
Q3 | $61K | Hold |
620
| – | – | 0.04% | 171 |
|
|
2021
Q2 | $61K | Hold |
620
| – | – | 0.05% | 169 |
|
|
2021
Q1 | $57K | Hold |
620
| – | – | 0.05% | 175 |
|
|
2020
Q4 | $53K | Buy |
+620
| New | +$53K | 0.05% | 174 |
|