Halpern Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $46.8K | Hold |
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|
2024
Q2 | $44.7K | Buy |
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|
2024
Q1 | $36.6K | Hold |
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|
2023
Q4 | $33.1K | Sell |
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|
2023
Q3 | $40K | Hold |
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|
2023
Q2 | $41.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.1K | Hold |
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|
2022
Q1 | $2.52K | Hold |
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|
2021
Q4 | $2.67K | Hold |
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|
2021
Q3 | $2.46K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $8.82K | Hold |
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|
2020
Q1 | $7.27K | Buy |
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