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Fortis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-896
| Closed | -$60K | – | 328 |
|
|
2019
Q2 | $60K | Buy |
896
+4
| +0.4% | +$268 | 0.03% | 216 |
|
|
2019
Q1 | $57K | Buy |
892
+5
| +0.6% | +$320 | 0.03% | 207 |
|
|
2018
Q4 | $50K | Buy |
887
+360
| +68% | +$20.3K | 0.03% | 211 |
|
|
2018
Q3 | $35K | Buy |
527
+2
| +0.4% | +$133 | 0.02% | 225 |
|
|
2018
Q2 | $33K | Hold |
525
| – | – | 0.02% | 226 |
|
|
2018
Q1 | $32K | Buy |
525
+2
| +0.4% | +$122 | 0.02% | 192 |
|
|
2017
Q4 | $32K | Buy |
523
+5
| +1% | +$306 | 0.02% | 196 |
|
|
2017
Q3 | $30K | Buy |
+518
| New | +$30K | 0.02% | 183 |
|