LWP
Laurel Wealth Planning’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,516
| Closed | -$129K | – | 122 |
|
|
2022
Q4 | $129K | Sell |
1,516
-243
| -14% | -$20.6K | 0.08% | 74 |
|
|
2022
Q3 | $140K | Sell |
1,759
-612
| -26% | -$48.7K | 0.1% | 65 |
|
|
2022
Q2 | $199K | Sell |
2,371
-794
| -25% | -$66.6K | 0.14% | 62 |
|
|
2022
Q1 | $319K | Sell |
3,165
-1,500
| -32% | -$151K | 0.22% | 57 |
|
|
2021
Q4 | $499K | Sell |
4,665
-4,906
| -51% | -$525K | 0.38% | 46 |
|
|
2021
Q3 | $942K | Sell |
9,571
-1,696
| -15% | -$167K | 0.76% | 30 |
|
|
2021
Q2 | $1.11M | Sell |
11,267
-5,667
| -33% | -$560K | 0.97% | 28 |
|
|
2021
Q1 | $1.55M | Sell |
16,934
-1,719
| -9% | -$157K | 1.42% | 23 |
|
|
2020
Q4 | $1.61M | Buy |
+18,653
| New | +$1.61M | 1.57% | 23 |
|