CIC Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.47M | Buy |
11,700
+21
| +0.2% | +$2.64K | 0.38% | 58 |
|
|
2024
Q2 | $1.39M | Sell |
11,679
-119
| -1% | -$14.1K | 0.38% | 58 |
|
|
2024
Q1 | $1.36M | Buy |
11,798
+328
| +3% | +$37.8K | 0.4% | 60 |
|
|
2023
Q4 | $1.21M | Sell |
11,470
-62
| -0.5% | -$6.52K | 0.38% | 56 |
|
|
2023
Q3 | $1.09M | Buy |
11,532
+1,145
| +11% | +$108K | 0.39% | 57 |
|
|
2023
Q2 | $1.02M | Buy |
10,387
+1,970
| +23% | +$193K | 0.35% | 60 |
|
|
2023
Q1 | $762K | Sell |
8,417
-183
| -2% | -$16.6K | 0.29% | 71 |
|
|
2022
Q4 | $729K | Buy |
+8,600
| New | +$729K | 0.3% | 71 |
|