Capital Advisory Group Advisory Services’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
2020
Q1
Sell
-197
Closed -$14K 456
2019
Q4
$14K Buy
+197
New +$13.7K 0.01% 149

Other funds holding ITOT

Capital Advisory Group Advisory Services's ITOT Position: Q1 2020 in Review

Capital Advisory Group Advisory Services sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2020, closing a stake of 197 shares — an estimated $14K sold.

Capital Advisory Group Advisory Services first reported a position in ITOT in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 673 funds tracked by Wall St. Rank hold ITOT as of Q1 2020.

  • Capital Advisory Group Advisory Services reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 197 iShares Core S&P Total US Stock Market ETF shares in Q1 2020, an estimated $14K.
  • Capital Advisory Group Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $14K in Q4 2019.
  • 673 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.