SFPM
Sensible Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-236
| Closed | -$12K | – | 46 |
|
|
2016
Q3 | $12K | Buy |
236
+145
| +159% | +$7.37K | 0.01% | 56 |
|
|
2016
Q2 | $9K | Hold |
91
| – | – | 0.01% | 68 |
|
|
2016
Q1 | $8K | Hold |
91
| – | – | 0.01% | 66 |
|
|
2015
Q4 | $8K | Hold |
91
| – | – | 0.01% | 69 |
|
|
2015
Q3 | $8K | Buy |
+91
| New | +$8K | 0.01% | 62 |
|