Lenox Wealth Advisors’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
2022
Q1
$27K Sell
274
-3,695
-93% -$364K ﹤0.01% 338
2021
Q4
$425K Buy
3,969
+3,695
+1,349% +$396K 0.05% 74
2021
Q3
$27K Buy
+274
New +$27K ﹤0.01% 314
2021
Q1
Sell
-375
Closed -$32K 721
2020
Q4
$32K Hold
375
﹤0.01% 248
2020
Q3
$28K Hold
375
﹤0.01% 239
2020
Q2
$26K Hold
375
﹤0.01% 252
2020
Q1
$21K Buy
+375
New +$21K ﹤0.01% 253