LWP
Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,204
| Closed | -$222K | – | 97 |
|
|
2022
Q1 | $222K | Sell |
2,204
-233
| -10% | -$23.5K | 0.26% | 89 |
|
|
2021
Q4 | $261K | Sell |
2,437
-2,529
| -51% | -$271K | 0.3% | 70 |
|
|
2021
Q3 | $489K | Buy |
4,966
+962
| +24% | +$94.7K | 0.55% | 41 |
|
|
2021
Q2 | $395K | Hold |
4,004
| – | – | 0.45% | 52 |
|
|
2021
Q1 | $367K | Sell |
4,004
-248
| -6% | -$22.7K | 0.47% | 51 |
|
|
2020
Q4 | $367K | Sell |
4,252
-87
| -2% | -$7.51K | 0.47% | 45 |
|
|
2020
Q3 | $328K | Sell |
4,339
-1,225
| -22% | -$92.6K | 0.38% | 49 |
|
|
2020
Q2 | $386K | Sell |
5,564
-5,690
| -51% | -$395K | 0.46% | 39 |
|
|
2020
Q1 | $644K | Sell |
11,254
-18,720
| -62% | -$1.07M | 1.03% | 27 |
|
|
2019
Q4 | $2.18M | Buy |
+29,974
| New | +$2.18M | 2.47% | 9 |
|