CT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $8.24K | Buy |
152
+28
| +23% | +$1.52K | 0.01% | 469 |
|
|
2016
Q4 | $6.37K | Hold |
124
| – | – | ﹤0.01% | 489 |
|
|
2016
Q3 | $6.14K | Buy |
124
+40
| +48% | +$1.98K | ﹤0.01% | 487 |
|
|
2016
Q2 | $4K | Buy |
84
+8
| +11% | +$381 | ﹤0.01% | 525 |
|
|
2016
Q1 | $3.55K | Hold |
76
| – | – | ﹤0.01% | 534 |
|
|
2015
Q4 | $3.53K | Hold |
76
| – | – | ﹤0.01% | 537 |
|
|
2015
Q3 | $3.33K | Hold |
76
| – | – | ﹤0.01% | 551 |
|
|
2015
Q2 | $3.59K | Buy |
76
+6
| +9% | +$283 | ﹤0.01% | 547 |
|
|
2015
Q1 | $3.32K | Hold |
70
| – | – | ﹤0.01% | 548 |
|
|
2014
Q4 | $3.29K | Buy |
+70
| New | +$3.29K | ﹤0.01% | 454 |
|
|
2014
Q1 | $3.32K | Buy |
+70
| New | +$3.32K | ﹤0.01% | 548 |
|