Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2M | Buy |
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|
2016
Q4 | $430K | Sell |
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|
2016
Q3 | $2.39M | Buy |
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|
2016
Q2 | $507K | Buy |
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|
2016
Q1 | $319K | Sell |
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|
2015
Q4 | $438K | Sell |
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|
2015
Q3 | $432K | Buy |
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|
2015
Q2 | $443K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $307K | Sell |
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|
2014
Q3 | $652K | Buy |
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|
2014
Q2 | $575K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $257K | Hold |
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|
2013
Q3 | $233K | Hold |
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|
2013
Q2 | $222K | Buy |
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