Investment Partners’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
Q4 | – | Sell |
-8,024
| Closed | -$638K | – | 186 |
|
|
2022
Q3 | $638K | Buy |
+8,024
| New | +$638K | 0.19% | 112 |
|
|
2020
Q1 | – | Sell |
-43,509
| Closed | -$3.16M | – | 135 |
|
|
2019
Q4 | $3.16M | Buy |
43,509
+3,276
| +8% | +$238K | 2.13% | 11 |
|
|
2019
Q3 | $2.7M | Buy |
40,233
+5,329
| +15% | +$357K | 1.97% | 11 |
|
|
2019
Q2 | $2.33M | Buy |
34,904
+4,357
| +14% | +$290K | 1.67% | 13 |
|
|
2019
Q1 | $1.97M | Buy |
30,547
+4,460
| +17% | +$287K | 1.42% | 20 |
|
|
2018
Q4 | $1.48M | Buy |
+26,087
| New | +$1.48M | 1.25% | 23 |
|