CAN
Claraphi Advisory Network’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 |
-30,058
| Closed | -$2.39M | – | 191 |
|
|
2022
Q3 | $2.39M | Sell |
30,058
-224,969
| -88% | -$17.9M | 1.29% | 10 |
|
|
2022
Q2 | $21.4M | Buy |
+255,027
| New | +$21.4M | 7.51% | 1 |
|
|
2020
Q2 | – | Sell |
-378
| Closed | -$22K | – | 744 |
|
|
2020
Q1 | $22K | Buy |
+378
| New | +$22K | 0.01% | 614 |
|
|
2019
Q4 | – | Sell |
-138
| Closed | -$9K | – | 308 |
|
|
2019
Q3 | $9K | Buy |
+138
| New | +$9K | 0.01% | 337 |
|