Beaumont Financial 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
2020
Q1
Sell
-10,188
Closed -$741K 262
2019
Q4
$741K Sell
10,188
-1,258
-11% -$91.5K 0.07% 149
2019
Q3
$768K Buy
+11,446
New +$768K 0.08% 142