Landsberg Bennett & Dubbaneh’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,224
| Closed | -$299K | – | 268 |
|
|
2021
Q1 | $299K | Buy |
3,224
+577
| +22% | +$53.5K | 0.04% | 216 |
|
|
2020
Q4 | $228K | Sell |
2,647
-2,034
| -43% | -$175K | 0.03% | 205 |
|
|
2020
Q3 | $351K | Buy |
4,681
+18
| +0.4% | +$1.35K | 0.06% | 157 |
|
|
2020
Q2 | $319K | Buy |
4,663
+21
| +0.5% | +$1.44K | 0.07% | 163 |
|
|
2020
Q1 | $259K | Buy |
4,642
+266
| +6% | +$14.8K | 0.07% | 136 |
|
|
2019
Q4 | $317K | Sell |
4,376
-368
| -8% | -$26.7K | 0.07% | 199 |
|
|
2019
Q3 | $317K | Buy |
4,744
+3
| +0.1% | +$200 | 0.09% | 166 |
|
|
2019
Q2 | $318K | Buy |
4,741
+20
| +0.4% | +$1.34K | 0.08% | 174 |
|
|
2019
Q1 | $308K | Buy |
4,721
+11
| +0.2% | +$718 | 0.07% | 186 |
|
|
2018
Q4 | $267K | Buy |
+4,710
| New | +$267K | 0.1% | 167 |
|