Beam Wealth Advisors’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
2021 Q1	–	Sell	-2,792	Closed	-$241K	–	140
2020 Q4	$241K	Sell	2,792 -1,382	-33%	-$119K	0.23%	105
2020 Q3	$315K	Hold	4,174	–	–	0.29%	94
2020 Q2	$297K	Buy	+4,174	New	+$297K	0.3%	96