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 |
|