Lee 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-50
| Closed | -$4.24K | – | 875 |
|
|
2022
Q4 | $4.24K | Hold |
50
| – | – | ﹤0.01% | 576 |
|
|
2022
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 574 |
|
|
2022
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 591 |
|
|
2022
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 510 |
|
|
2021
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 597 |
|
|
2021
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 490 |
|
|
2021
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 460 |
|
|
2021
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 427 |
|