Delos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-593
| Closed | -$50.2K | – | 405 |
|
|
2022
Q4 | $50.2K | Hold |
593
| – | – | 0.08% | 58 |
|
|
2022
Q3 | $47K | Hold |
593
| – | – | 0.06% | 59 |
|
|
2022
Q2 | $50K | Hold |
593
| – | – | 0.06% | 58 |
|
|
2022
Q1 | $60K | Hold |
593
| – | – | 0.06% | 70 |
|
|
2021
Q4 | $63K | Hold |
593
| – | – | 0.06% | 68 |
|
|
2021
Q3 | $58K | Hold |
593
| – | – | 0.06% | 55 |
|
|
2021
Q2 | $59K | Buy |
+593
| New | +$59K | 0.07% | 51 |
|