Genovese Burford & Brothers Wealth & Retirement Plan Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $6.43M | Buy |
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2020
Q3 | $4.84M | Buy |
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|
2020
Q2 | $701K | Sell |
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|
2020
Q1 | $803K | Sell |
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|
2019
Q4 | $3.87M | Sell |
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|
2019
Q3 | $3.61M | Buy |
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|
2019
Q2 | $3.32M | Buy |
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|
2019
Q1 | $2.55M | Sell |
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|
2018
Q4 | $2.58M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $42K | Hold |
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|
2016
Q3 | $39K | Hold |
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|
2016
Q2 | $38K | Buy |
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