KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $958K | Hold |
21,352
| – | – | 0.13% | 166 |
|
|
2014
Q2 | $957K | Hold |
21,352
| – | – | 0.14% | 163 |
|
|
2014
Q1 | $916K | Sell |
21,352
-350
| -2% | -$15K | 0.14% | 162 |
|
|
2013
Q4 | $918K | Hold |
21,702
| – | – | 0.16% | 151 |
|
|
2013
Q3 | $837K | Buy |
21,702
+930
| +4% | +$35.9K | 0.2% | 121 |
|
|
2013
Q2 | $760K | Buy |
+20,772
| New | +$760K | 0.21% | 122 |
|