GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $753K | Hold |
5,993
| – | – | 0.06% | 205 |
|
|
2024
Q2 | $712K | Hold |
5,993
| – | – | 0.06% | 207 |
|
|
2024
Q1 | $691K | Hold |
5,993
| – | – | 0.05% | 208 |
|
|
2023
Q4 | $631K | Hold |
5,993
| – | – | 0.05% | 220 |
|
|
2023
Q3 | $564K | Buy |
5,993
+2,105
| +54% | +$198K | 0.05% | 224 |
|
|
2023
Q2 | $380K | Buy |
3,888
+108
| +3% | +$10.6K | 0.03% | 261 |
|
|
2023
Q1 | $342K | Hold |
3,780
| – | – | 0.04% | 228 |
|
|
2022
Q4 | $321K | Hold |
3,780
| – | – | 0.07% | 170 |
|
|
2022
Q3 | $301K | Hold |
3,780
| – | – | 0.08% | 152 |
|
|
2022
Q2 | $317K | Sell |
3,780
-654
| -15% | -$54.8K | 0.09% | 146 |
|
|
2022
Q1 | $448K | Hold |
4,434
| – | – | 0.11% | 117 |
|
|
2021
Q4 | $474K | Hold |
4,434
| – | – | 0.13% | 127 |
|
|
2021
Q3 | $436K | Hold |
4,434
| – | – | 0.22% | 115 |
|
|
2021
Q2 | $438K | Hold |
4,434
| – | – | 0.23% | 113 |
|
|
2021
Q1 | $406K | Hold |
4,434
| – | – | 0.22% | 113 |
|
|
2020
Q4 | $382K | Hold |
4,434
| – | – | 0.22% | 111 |
|
|
2020
Q3 | $335K | Buy |
4,434
+654
| +17% | +$49.4K | 0.22% | 117 |
|
|
2020
Q2 | $262K | Hold |
3,780
| – | – | 0.19% | 127 |
|
|
2020
Q1 | $216K | Hold |
3,780
| – | – | 0.14% | 131 |
|
|
2019
Q4 | $275K | Sell |
3,780
-463
| -11% | -$33.7K | 0.12% | 143 |
|
|
2019
Q3 | $285K | Buy |
4,243
+463
| +12% | +$31.1K | 0.14% | 127 |
|
|
2019
Q2 | $252K | Hold |
3,780
| – | – | 0.13% | 134 |
|
|
2019
Q1 | $243K | Hold |
3,780
| – | – | 0.14% | 130 |
|
|
2018
Q4 | $215K | Buy |
+3,780
| New | +$215K | 0.16% | 125 |
|