Copperleaf Capital’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
2020
Q4
Sell
-46,289
Closed -$3.49M 56
2020
Q3
$3.49M Sell
46,289
-3,373
-7% -$255K 3.36% 8
2020
Q2
$3.45M Sell
49,662
-10,657
-18% -$740K 3.58% 8
2020
Q1
$3.45M Sell
60,319
-23,939
-28% -$1.37M 4.14% 6
2019
Q4
$6.13M Buy
+84,258
New +$6.13M 6.21% 4