WLPWM
Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-77
| Closed | -$8K | – | 206 |
|
|
2021
Q3 | $8K | Hold |
77
| – | – | ﹤0.01% | 271 |
|
|
2021
Q2 | $8K | Buy |
77
+1
| +1% | +$104 | 0.01% | 258 |
|
|
2021
Q1 | $7K | Buy |
76
+32
| +73% | +$2.95K | ﹤0.01% | 254 |
|
|
2020
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 258 |
|
|
2020
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 280 |
|
|
2020
Q2 | $3K | Sell |
44
-2,337
| -98% | -$159K | ﹤0.01% | 268 |
|
|
2020
Q1 | $136K | Sell |
2,381
-67
| -3% | -$3.83K | 0.12% | 70 |
|
|
2019
Q4 | $178K | Buy |
+2,448
| New | +$178K | 0.13% | 67 |
|