Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,230
| Closed | -$629K | – | 42 |
|
|
2022
Q1 | $629K | Hold |
6,230
| – | – | 0.42% | 36 |
|
|
2021
Q4 | $666K | Hold |
6,230
| – | – | 0.47% | 31 |
|
|
2021
Q3 | $613K | Hold |
6,230
| – | – | 0.47% | 31 |
|
|
2021
Q2 | $615K | Buy |
6,230
+292
| +5% | +$28.8K | 0.45% | 33 |
|
|
2021
Q1 | $544K | Hold |
5,938
| – | – | 0.43% | 29 |
|
|
2020
Q4 | $512K | Buy |
+5,938
| New | +$512K | 0.44% | 27 |
|