Elm Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $776K | Hold |
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|
2021
Q4 | $823K | Buy |
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|
2021
Q3 | $729K | Hold |
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|
2021
Q2 | $732K | Hold |
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|
2021
Q1 | $679K | Sell |
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|
2020
Q4 | $671K | Hold |
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|
2020
Q3 | $587K | Buy |
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|
2020
Q2 | $538K | Buy |
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|
2020
Q1 | $443K | Sell |
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|
2019
Q4 | $716K | Sell |
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|
2019
Q3 | $662K | Buy |
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|
2019
Q2 | $656K | Buy |
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|
2019
Q1 | $630K | Buy |
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|
2018
Q4 | $553K | Buy |
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