Capital Directions Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $361K | Sell |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $466K | Hold |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q3 | $274K | Hold |
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|
2020
Q2 | $252K | Sell |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $462K | Buy |
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|
2019
Q3 | $406K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $394K | Hold |
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|
2018
Q4 | $347K | Sell |
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|
2018
Q3 | $412K | Hold |
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|
2018
Q2 | $387K | Hold |
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|
2018
Q1 | $374K | Hold |
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|
2017
Q4 | $378K | Buy |
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|
2017
Q3 | $220K | Buy |
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