Legacy Wealth Planning’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Sell |
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|
2021
Q4 | $261K | Sell |
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|
2021
Q3 | $489K | Buy |
|
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|
2021
Q2 | $395K | Hold |
|
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|
2021
Q1 | $367K | Sell |
|
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|
2020
Q4 | $367K | Sell |
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|
2020
Q3 | $328K | Sell |
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|
2020
Q2 | $386K | Sell |
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|
2020
Q1 | $644K | Sell |
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|
2019
Q4 | $2.18M | Buy |
|