WP
WealthSpring Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $506K | Hold |
5,368
| – | – | 0.38% | 40 |
|
|
2023
Q2 | $525K | Sell |
5,368
-640
| -11% | -$62.6K | 0.38% | 40 |
|
|
2023
Q1 | $544K | Buy |
6,008
+12
| +0.2% | +$1.09K | 0.42% | 37 |
|
|
2022
Q4 | $508K | Sell |
5,996
-2,676
| -31% | -$227K | 0.4% | 42 |
|
|
2022
Q3 | $690K | Buy |
+8,672
| New | +$690K | 0.61% | 25 |
|