Broadview Financial Management’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
Q3 | – | Sell |
-2,154
| Closed | -$213K | – | 47 |
|
|
2021
Q2 | $213K | Buy |
+2,154
| New | +$213K | 0.16% | 46 |
|
|
2019
Q1 | – | Sell |
-4,278
| Closed | -$243K | – | 50 |
|
|
2018
Q4 | $243K | Sell |
4,278
-1,990
| -32% | -$113K | 0.22% | 46 |
|
|
2018
Q3 | $418K | Sell |
6,268
-399
| -6% | -$26.6K | 0.38% | 30 |
|
|
2018
Q2 | $417K | Sell |
6,667
-80
| -1% | -$5K | 0.41% | 30 |
|
|
2018
Q1 | $408K | Buy |
6,747
+402
| +6% | +$24.3K | 0.4% | 30 |
|
|
2017
Q4 | $388K | Buy |
+6,345
| New | +$388K | 0.38% | 30 |
|