Plum Street Advisors’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
2024
Q4
Sell
-2,103
Closed -$264K 86
2024
Q3
$264K Sell
2,103
-81
-4% -$10.2K 0.13% 76
2024
Q2
$259K Buy
2,184
+81
+4% +$9.62K 0.15% 61
2024
Q1
$264K Buy
+2,103
New +$264K 0.13% 76