Brightworth’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 |
-4,078
| Closed | -$296K | – | 86 |
|
2019
Q4 | $296K | Hold |
4,078
| – | – | 0.06% | 81 |
|
2019
Q3 | $274K | Sell |
4,078
-4,325
| -51% | -$291K | 0.06% | 78 |
|
2019
Q2 | $560K | Sell |
8,403
-46
| -0.5% | -$3.07K | 0.12% | 56 |
|
2019
Q1 | $544K | Hold |
8,449
| – | – | 0.11% | 61 |
|
2018
Q4 | $480K | Buy |
+8,449
| New | +$480K | 0.11% | 60 |
|