MRCM
M&R Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.92K | Hold |
71
| – | – | ﹤0.01% | 407 |
|
|
2024
Q2 | $8.43K | Hold |
71
| – | – | ﹤0.01% | 390 |
|
|
2024
Q1 | $8.19K | Hold |
71
| – | – | ﹤0.01% | 388 |
|
|
2023
Q4 | $7.47K | Hold |
71
| – | – | ﹤0.01% | 437 |
|
|
2023
Q3 | $6.69K | Buy |
+71
| New | +$6.69K | ﹤0.01% | 435 |
|
|
2022
Q4 | – | Sell |
-2,022
| Closed | -$160K | – | 614 |
|
|
2022
Q3 | $160K | Hold |
2,022
| – | – | 0.05% | 153 |
|
|
2022
Q2 | $169K | Buy |
2,022
+1
| +0% | +$84 | 0.04% | 152 |
|
|
2022
Q1 | $204K | Buy |
2,021
+7
| +0.3% | +$707 | 0.04% | 152 |
|
|
2021
Q4 | $215K | Buy |
2,014
+14
| +0.7% | +$1.5K | 0.04% | 150 |
|
|
2021
Q3 | $196K | Hold |
2,000
| – | – | 0.04% | 151 |
|
|
2021
Q2 | $197K | Buy |
+2,000
| New | +$197K | 0.05% | 152 |
|