Gupta Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $120K | Buy |
2,566
+396
| +18% | +$18.5K | 0.03% | 302 |
|
|
2015
Q4 | $101K | Buy |
2,170
+262
| +14% | +$12.2K | 0.03% | 318 |
|
|
2015
Q3 | $84K | Buy |
1,908
+114
| +6% | +$5.02K | 0.02% | 368 |
|
|
2015
Q2 | $85K | Buy |
1,794
+1,766
| +6,307% | +$83.7K | 0.02% | 372 |
|
|
2015
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1099 |
|