American Economic Planning Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.11M | Hold |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $1.07M | Sell |
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|
2018
Q4 | $9.04M | Buy |
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|
2018
Q3 | $465K | Buy |
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|
2018
Q2 | $435K | Hold |
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|
2018
Q1 | $421K | Buy |
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|
2017
Q4 | $424K | Sell |
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|
2017
Q3 | $495K | Sell |
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|
2017
Q2 | $482K | Sell |
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|
2017
Q1 | $1.08M | Sell |
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|
2016
Q4 | $1.21M | Buy |
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|
2016
Q3 | $678K | Sell |
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|
2016
Q2 | $661K | Sell |
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|
2016
Q1 | $661K | Buy |
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|
2015
Q4 | $368K | Sell |
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|
2015
Q3 | $349K | Buy |
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|
2015
Q2 | $299K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.33M | Buy |
|