Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $21K | Sell |
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|
2021
Q2 | $29.2M | Buy |
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|
2021
Q1 | $20K | Hold |
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|
2020
Q4 | $18K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $18.6M | Sell |
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|
2020
Q1 | $17M | Buy |
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|
2019
Q4 | $20.3M | Sell |
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|
2019
Q3 | $19.3M | Buy |
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|
2019
Q2 | $17.4M | Buy |
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|
2019
Q1 | $16.5M | Buy |
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|
2018
Q4 | $14.5M | Buy |
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