Karn Couzens & Associates’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
Q1 | $2.07M | Sell |
20,530
-465
| -2% | -$46.9K | 1.32% | 14 |
|
|
2021
Q4 | $2.25M | Sell |
20,995
-2,116
| -9% | -$226K | 1.54% | 13 |
|
|
2021
Q3 | $2.27M | Buy |
23,111
+938
| +4% | +$92.3K | 1.73% | 10 |
|
|
2021
Q2 | $2.19M | Buy |
22,173
+313
| +1% | +$30.9K | 1.7% | 11 |
|
|
2021
Q1 | $2M | Buy |
21,860
+507
| +2% | +$46.4K | 1.8% | 11 |
|
|
2020
Q4 | $1.84M | Buy |
+21,353
| New | +$1.84M | 1.74% | 12 |
|