BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.41M | Buy |
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|
2023
Q1 | $7.74M | Sell |
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|
2022
Q4 | $7.43M | Sell |
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|
2022
Q3 | $8.21M | Sell |
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|
2022
Q2 | $8.88M | Sell |
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|
2022
Q1 | $11.6M | Sell |
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|
2021
Q4 | $27.7M | Sell |
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|
2021
Q3 | $28.1M | Sell |
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|
2021
Q2 | $29.3M | Sell |
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|
2021
Q1 | $28.2M | Sell |
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|
2020
Q4 | $31.1M | Sell |
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|
2020
Q3 | $27.9M | Sell |
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|
2020
Q2 | $27.1M | Sell |
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|
2020
Q1 | $22.9M | Buy |
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|
2019
Q4 | $1K | Sell |
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|
2019
Q3 | $11K | Buy |
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|
2019
Q2 | $11K | Buy |
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|
2019
Q1 | $11K | Buy |
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|
2018
Q4 | $9K | Sell |
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|
2018
Q3 | $21K | Buy |
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|
2018
Q2 | $20K | Sell |
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|
2018
Q1 | $22K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $23K | Buy |
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