Mariner Wealth Advisors (Cincinnati)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $400K | Hold |
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|
2018
Q2 | $375K | Sell |
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|
2018
Q1 | $374K | Buy |
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|
2017
Q4 | $367K | Hold |
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|
2017
Q3 | $346K | Hold |
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|
2017
Q2 | $333K | Hold |
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|
2017
Q1 | $324K | Hold |
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|
2016
Q4 | $308K | Hold |
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|
2016
Q3 | $297K | Hold |
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|
2016
Q2 | $286K | Hold |
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|
2016
Q1 | $280K | Hold |
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|
2015
Q4 | $279K | Buy |
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