LAS
Lloyd Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.37M | Sell |
27,920
-14,250
| -34% | -$1.21M | 1.65% | 16 |
|
|
2022
Q3 | $3.36M | Buy |
+42,170
| New | +$3.36M | 2.45% | 11 |
|
|
2022
Q1 | – | Sell |
-2,872
| Closed | -$307K | – | 634 |
|
|
2021
Q4 | $307K | Buy |
+2,872
| New | +$307K | 0.14% | 60 |
|
|
2020
Q4 | – | Sell |
-7,665
| Closed | -$579K | – | 376 |
|
|
2020
Q3 | $579K | Sell |
7,665
-1,511
| -16% | -$114K | 0.35% | 21 |
|
|
2020
Q2 | $637K | Sell |
9,176
-8,461
| -48% | -$587K | 0.4% | 22 |
|
|
2020
Q1 | $1.01M | Buy |
17,637
+216
| +1% | +$12.4K | 0.75% | 12 |
|
|
2019
Q4 | $1.27M | Buy |
+17,421
| New | +$1.27M | 1.15% | 17 |
|