AOWM
Alpha Omega 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-800
| Closed | -$53K | – | 384 |
|
|
2019
Q2 | $53K | Hold |
800
| – | – | 0.02% | 244 |
|
|
2019
Q1 | $52K | Hold |
800
| – | – | 0.02% | 239 |
|
|
2018
Q4 | $45K | Hold |
800
| – | – | 0.02% | 229 |
|
|
2018
Q3 | $53K | Hold |
800
| – | – | 0.02% | 220 |
|
|
2018
Q2 | $50K | Buy |
+800
| New | +$50K | 0.02% | 226 |
|