Leelyn Smith’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-951
| Closed | -$80.6K | – | 266 |
|
|
2022
Q4 | $80.6K | Buy |
951
+108
| +13% | +$9.16K | 0.02% | 143 |
|
|
2022
Q3 | $67K | Buy |
+843
| New | +$67K | 0.02% | 133 |
|
|
2021
Q4 | – | Sell |
-176
| Closed | -$17K | – | 405 |
|
|
2021
Q3 | $17K | Sell |
176
-142
| -45% | -$13.7K | ﹤0.01% | 244 |
|
|
2021
Q2 | $31K | Sell |
318
-50
| -14% | -$4.87K | 0.01% | 213 |
|
|
2021
Q1 | $34K | Buy |
368
+1
| +0.3% | +$92 | 0.01% | 216 |
|
|
2020
Q4 | $32K | Buy |
367
+1
| +0.3% | +$87 | 0.01% | 212 |
|
|
2020
Q3 | $28K | Buy |
366
+2
| +0.5% | +$153 | 0.01% | 210 |
|
|
2020
Q2 | $25K | Sell |
364
-1,536
| -81% | -$105K | 0.01% | 255 |
|
|
2020
Q1 | $109K | Buy |
+1,900
| New | +$109K | 0.06% | 131 |
|