Essex Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,115
| Closed | -$654K | – | 48 |
|
|
2021
Q4 | $654K | Sell |
6,115
-129
| -2% | -$13.8K | 0.55% | 31 |
|
|
2021
Q3 | $614K | Buy |
6,244
+71
| +1% | +$6.98K | 0.56% | 34 |
|
|
2021
Q2 | $610K | Buy |
6,173
+105
| +2% | +$10.4K | 0.56% | 35 |
|
|
2021
Q1 | $556K | Buy |
6,068
+56
| +0.9% | +$5.13K | 0.53% | 37 |
|
|
2020
Q4 | $518K | Sell |
6,012
-12
| -0.2% | -$1.03K | 0.51% | 38 |
|
|
2020
Q3 | $454K | Sell |
6,024
-175
| -3% | -$13.2K | 0.47% | 39 |
|
|
2020
Q2 | $430K | Sell |
6,199
-1,176
| -16% | -$81.6K | 0.5% | 39 |
|
|
2020
Q1 | $421K | Sell |
7,375
-149
| -2% | -$8.51K | 0.55% | 35 |
|
|
2019
Q4 | $546K | Buy |
+7,524
| New | +$546K | 0.55% | 37 |
|