Kays Financial Advisory’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
2020
Q3
$572K Sell
7,572
-1,397
-16% -$106K 0.09% 65
2020
Q2
$623K Sell
8,969
-14,666
-62% -$1.02M 0.11% 62
2020
Q1
$1.35M Buy
+23,635
New +$1.35M 0.28% 48