CWM
Campbell Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,605
| Closed | -$287K | – | 79 |
|
|
2022
Q3 | $287K | Buy |
3,605
+706
| +24% | +$56.2K | 0.04% | 49 |
|
|
2022
Q2 | $243K | Sell |
2,899
-706
| -20% | -$59.2K | 0.03% | 50 |
|
|
2022
Q1 | $364K | Hold |
3,605
| – | – | 0.04% | 42 |
|
|
2021
Q4 | $386K | Hold |
3,605
| – | – | 0.04% | 42 |
|
|
2021
Q3 | $355K | Hold |
3,605
| – | – | 0.05% | 39 |
|
|
2021
Q2 | $356K | Sell |
3,605
-151
| -4% | -$14.9K | 0.05% | 38 |
|
|
2021
Q1 | $344K | Buy |
+3,756
| New | +$344K | 0.05% | 36 |
|
|
2020
Q3 | – | Sell |
-853
| Closed | -$59K | – | 205 |
|
|
2020
Q2 | $59K | Buy |
+853
| New | +$59K | 0.01% | 138 |
|