Lenox Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lenox Wealth Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$27K	Sell
2021 Q4	$425K	Buy
2021 Q3	$27K	Buy
2021 Q1	–	Sell
2020 Q4	$32K	Hold
2020 Q3	$28K	Hold
2020 Q2	$26K	Hold
2020 Q1	$21K	Buy