Heritage Wealth Management (Arizona)’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
Q4 | $3.39K | Buy |
40
+20
| +100% | +$1.7K | ﹤0.01% | 925 |
|
|
2022
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 880 |
|
|
2022
Q2 | $1.68K | Sell |
20
-481
| -96% | -$40.3K | ﹤0.01% | 898 |
|
|
2022
Q1 | $51K | Buy |
+501
| New | +$51K | 0.01% | 468 |
|
|
2021
Q3 | $131K | Sell |
1,328
-161
| -11% | -$15.9K | 0.05% | 295 |
|
|
2021
Q2 | $147K | Hold |
1,489
| – | – | 0.06% | 272 |
|
|
2021
Q1 | $136K | Buy |
+1,489
| New | +$136K | 0.08% | 209 |
|