Spearhead Capital 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
2021
Q1
Sell
-4,347
Closed -$375K 200
2020
Q4
$375K Hold
4,347
0.06% 122
2020
Q3
$328K Hold
4,347
0.06% 122
2020
Q2
$302K Hold
4,347
0.06% 107
2020
Q1
$249K Buy
+4,347
New +$249K 0.07% 91