Atlas Private 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 |
-138
| Closed | -$14K | – | 428 |
|
|
2021
Q3 | $14K | Hold |
138
| – | – | 0.01% | 416 |
|
|
2021
Q2 | $14K | Buy |
138
+18
| +15% | +$1.83K | 0.01% | 417 |
|
|
2021
Q1 | $11K | Hold |
120
| – | – | 0.01% | 478 |
|
|
2020
Q4 | $10K | Hold |
120
| – | – | 0.01% | 424 |
|
|
2020
Q3 | $9K | Hold |
120
| – | – | 0.01% | 403 |
|
|
2020
Q2 | $8K | Buy |
+120
| New | +$8K | 0.01% | 440 |
|