Tilia Fiduciary Partners’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-51
| Closed | -$4.99K | – | 271 |
|
2023
Q2 | $4.99K | Hold |
51
| – | – | ﹤0.01% | 432 |
|
2023
Q1 | $4.62K | Hold |
51
| – | – | ﹤0.01% | 428 |
|
2022
Q4 | $4.33K | Hold |
51
| – | – | ﹤0.01% | 425 |
|
2022
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 440 |
|
2022
Q2 | $4K | Hold |
51
| – | – | ﹤0.01% | 451 |
|
2022
Q1 | $5K | Hold |
51
| – | – | ﹤0.01% | 457 |
|
2021
Q4 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 473 |
|