Lake Point Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$1.81M Buy
2019
Q4
$267K Buy
2019
Q2
$66K Hold
2019
Q1
$66K Sell
2018
Q4
$3.49M Buy