Alterna Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,705
| Closed | -$215K | – | 100 |
|
|
2022
Q3 | $215K | Sell |
2,705
-12,383
| -82% | -$984K | 0.26% | 64 |
|
|
2022
Q2 | $1.26M | Buy |
15,088
+2,125
| +16% | +$178K | 1.28% | 20 |
|
|
2022
Q1 | $1.31M | Buy |
12,963
+8,162
| +170% | +$824K | 1.1% | 22 |
|
|
2021
Q4 | $514K | Buy |
+4,801
| New | +$514K | 0.43% | 51 |
|
|
2020
Q1 | – | Sell |
-4,035
| Closed | -$293K | – | 93 |
|
|
2019
Q4 | $293K | Buy |
4,035
+75
| +2% | +$5.45K | 0.33% | 67 |
|
|
2019
Q3 | $266K | Sell |
3,960
-1,036
| -21% | -$69.6K | 0.31% | 66 |
|
|
2019
Q2 | $333K | Sell |
4,996
-144
| -3% | -$9.6K | 0.4% | 62 |
|
|
2019
Q1 | $331K | Buy |
+5,140
| New | +$331K | 0.28% | 72 |
|