Sugarloaf Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $982K | Sell |
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|
2023
Q1 | $946K | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $15.7M | Buy |
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|
2021
Q4 | $16.4M | Buy |
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|
2021
Q3 | $14.7M | Buy |
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|
2021
Q2 | $14.4M | Buy |
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|
2021
Q1 | $12.7K | Sell |
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|
2020
Q4 | $13.8M | Buy |
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|
2020
Q3 | $11.4M | Buy |
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|
2020
Q2 | $7.84M | Sell |
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|
2020
Q1 | $6.83M | Sell |
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|
2019
Q4 | $10.6M | Buy |
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