AWA
Artemis Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-301
| Closed | -$29.6K | – | 82 |
|
|
2021
Q3 | $29.6K | Sell |
301
-91
| -23% | -$8.96K | ﹤0.01% | 66 |
|
|
2021
Q2 | $43.5K | Buy |
392
+92
| +31% | +$10.2K | 0.01% | 49 |
|
|
2021
Q1 | $27.4K | Hold |
300
| – | – | ﹤0.01% | 52 |
|
|
2020
Q4 | $25.8K | Buy |
300
+2
| +0.7% | +$172 | ﹤0.01% | 49 |
|
|
2020
Q3 | $22.5K | Buy |
+298
| New | +$22.5K | 0.01% | 53 |
|