Monterey Private Wealth’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
2022
Q2
Sell
-6,844
Closed -$701K 114
2022
Q1
$701K Buy
+6,844
New +$701K 0.34% 45