PWM
Provident Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-92
| Closed | -$9.01K | – | 85 |
|
|
2023
Q2 | $9.01K | Hold |
92
| – | – | ﹤0.01% | 81 |
|
|
2023
Q1 | $8.32K | Buy |
92
+1
| +1% | +$90 | ﹤0.01% | 85 |
|
|
2022
Q4 | $7.76K | Hold |
91
| – | – | ﹤0.01% | 81 |
|
|
2022
Q3 | $7K | Hold |
91
| – | – | ﹤0.01% | 85 |
|
|
2022
Q2 | $8K | Buy |
91
+1
| +1% | +$88 | 0.01% | 87 |
|
|
2022
Q1 | $9K | Buy |
+90
| New | +$9K | 0.01% | 90 |
|