Lineweaver Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $434K | Hold |
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|
2023
Q2 | $451K | Buy |
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|
2023
Q1 | $342K | Buy |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $453K | Buy |
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|
2021
Q3 | $415K | Sell |
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|
2021
Q2 | $420K | Sell |
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|
2021
Q1 | $390K | Sell |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $329K | Buy |
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|
2020
Q2 | $302K | Sell |
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|
2020
Q1 | $3.61M | Sell |
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|
2019
Q4 | $11.4M | Buy |
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