Laurel Wealth Advisors (California)’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 | – | Sell |
-22,347
| Closed | -$1.55M | – | 402 |
|
|
2020
Q2 | $1.55M | Hold |
22,347
| – | – | 0.28% | 90 |
|
|
2020
Q1 | $1.28M | Hold |
22,347
| – | – | 0.29% | 89 |
|
|
2019
Q4 | $1.62M | Hold |
22,347
| – | – | 0.27% | 95 |
|
|
2019
Q3 | $1.5M | Hold |
22,347
| – | – | 0.26% | 102 |
|
|
2019
Q2 | $1.49M | Hold |
22,347
| – | – | 0.33% | 78 |
|
|
2019
Q1 | $1.44M | Hold |
22,347
| – | – | 0.35% | 74 |
|
|
2018
Q4 | $1.27M | Hold |
22,347
| – | – | 0.37% | 73 |
|
|
2018
Q3 | $1.49M | Buy |
+22,347
| New | +$1.49M | 0.37% | 69 |
|