WWP
WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $36K | Sell |
280
-1,129
| -80% | -$145K | 0.01% | 359 |
|
|
2024
Q3 | $177K | Buy |
1,409
+257
| +22% | +$32.3K | 0.05% | 204 |
|
|
2024
Q2 | $137K | Buy |
1,152
+23
| +2% | +$2.73K | 0.04% | 216 |
|
|
2024
Q1 | $130K | Buy |
+1,129
| New | +$130K | 0.04% | 226 |
|
|
2023
Q4 | – | Sell |
-1,429
| Closed | -$135K | – | 521 |
|
|
2023
Q3 | $135K | Hold |
1,429
| – | – | 0.05% | 207 |
|
|
2023
Q2 | $140K | Sell |
1,429
-74
| -5% | -$7.24K | 0.05% | 204 |
|
|
2023
Q1 | $136K | Hold |
1,503
| – | – | 0.06% | 200 |
|
|
2022
Q4 | $127K | Hold |
1,503
| – | – | 0.08% | 123 |
|
|
2022
Q3 | $120K | Hold |
1,503
| – | – | 0.08% | 117 |
|
|
2022
Q2 | $126K | Hold |
1,503
| – | – | 0.08% | 114 |
|
|
2022
Q1 | $152K | Buy |
+1,503
| New | +$152K | 0.09% | 111 |
|