EA
Elm Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $776K | Hold |
7,691
| – | – | 1.05% | 24 |
|
2021
Q4 | $823K | Buy |
7,691
+280
| +4% | +$30K | 0.46% | 42 |
|
2021
Q3 | $729K | Hold |
7,411
| – | – | 0.44% | 43 |
|
2021
Q2 | $732K | Hold |
7,411
| – | – | 0.43% | 45 |
|
2021
Q1 | $679K | Sell |
7,411
-370
| -5% | -$33.9K | 0.42% | 45 |
|
2020
Q4 | $671K | Hold |
7,781
| – | – | 0.41% | 41 |
|
2020
Q3 | $587K | Buy |
7,781
+37
| +0.5% | +$2.79K | 0.4% | 47 |
|
2020
Q2 | $538K | Buy |
7,744
+6
| +0.1% | +$417 | 0.38% | 48 |
|
2020
Q1 | $443K | Sell |
7,738
-2,115
| -21% | -$121K | 0.36% | 50 |
|
2019
Q4 | $716K | Sell |
9,853
-16
| -0.2% | -$1.16K | 0.45% | 42 |
|
2019
Q3 | $662K | Buy |
9,869
+25
| +0.3% | +$1.68K | 0.45% | 44 |
|
2019
Q2 | $656K | Buy |
9,844
+69
| +0.7% | +$4.6K | 0.45% | 43 |
|
2019
Q1 | $630K | Buy |
9,775
+40
| +0.4% | +$2.58K | 0.44% | 43 |
|
2018
Q4 | $553K | Buy |
+9,735
| New | +$553K | 0.45% | 44 |
|