Halpern Financial’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 | $46.8K | Hold |
376
| – | – | 0.01% | 95 |
|
|
2024
Q2 | $44.7K | Buy |
376
+56
| +18% | +$6.65K | 0.01% | 96 |
|
|
2024
Q1 | $36.6K | Hold |
320
| – | – | 0.01% | 105 |
|
|
2023
Q4 | $33.1K | Sell |
320
-105
| -25% | -$10.9K | 0.01% | 116 |
|
|
2023
Q3 | $40K | Hold |
425
| – | – | 0.01% | 90 |
|
|
2023
Q2 | $41.6K | Buy |
+425
| New | +$41.6K | 0.01% | 83 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$2.1K | – | 266 |
|
|
2022
Q2 | $2.1K | Hold |
25
| – | – | ﹤0.01% | 233 |
|
|
2022
Q1 | $2.52K | Hold |
25
| – | – | ﹤0.01% | 196 |
|
|
2021
Q4 | $2.68K | Hold |
25
| – | – | ﹤0.01% | 219 |
|
|
2021
Q3 | $2.46K | Buy |
+25
| New | +$2.46K | ﹤0.01% | 231 |
|
|
2020
Q3 | – | Sell |
-127
| Closed | -$8.82K | – | 214 |
|
|
2020
Q2 | $8.82K | Hold |
127
| – | – | 0.01% | 106 |
|
|
2020
Q1 | $7.27K | Buy |
+127
| New | +$7.27K | 0.01% | 104 |
|