ICA Group Wealth Management’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
Q2 | $18.5K | Sell |
155
-309
| -67% | -$36.8K | 0.01% | 372 |
|
|
2024
Q1 | $53.5K | Buy |
464
+3
| +0.7% | +$346 | 0.01% | 543 |
|
|
2023
Q4 | $48.5K | Buy |
+461
| New | +$48.5K | 0.01% | 526 |
|
|
2023
Q3 | – | Sell |
-425
| Closed | -$41.6K | – | 702 |
|
|
2023
Q2 | $41.6K | Hold |
425
| – | – | 0.01% | 524 |
|
|
2023
Q1 | $38.5K | Hold |
425
| – | – | 0.01% | 537 |
|
|
2022
Q4 | $36.1K | Buy |
+425
| New | +$36.1K | 0.01% | 580 |
|