GWMIA
Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-420
| Closed | -$29K | – | 531 |
|
|
2020
Q2 | $29K | Sell |
420
-896
| -68% | -$61.9K | 0.01% | 243 |
|
|
2020
Q1 | $75K | Hold |
1,316
| – | – | 0.04% | 149 |
|
|
2019
Q4 | $96K | Sell |
1,316
-111
| -8% | -$8.1K | 0.04% | 147 |
|
|
2019
Q3 | $96K | Sell |
1,427
-175
| -11% | -$11.8K | 0.04% | 137 |
|
|
2019
Q2 | $107K | Sell |
1,602
-2,639
| -62% | -$176K | 0.05% | 134 |
|
|
2019
Q1 | $273K | Sell |
4,241
-4,567
| -52% | -$294K | 0.14% | 99 |
|
|
2018
Q4 | $500K | Buy |
+8,808
| New | +$500K | 0.29% | 82 |
|