LWA
LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,998
| Closed | -$259K | – | 61 |
|
|
2020
Q4 | $259K | Buy |
2,998
+274
| +10% | +$23.7K | 0.12% | 55 |
|
|
2020
Q3 | $206K | Buy |
+2,724
| New | +$206K | 0.1% | 55 |
|
|
2020
Q1 | – | Sell |
-4,946
| Closed | -$359K | – | 60 |
|
|
2019
Q4 | $359K | Buy |
+4,946
| New | +$359K | 0.18% | 44 |
|