Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.06M | Sell |
10,720
-431
| -4% | -$42.4K | 0.07% | 241 |
|
|
2021
Q2 | $1.1M | Sell |
11,151
-2,812
| -20% | -$278K | 0.07% | 230 |
|
|
2021
Q1 | $1.28M | Buy |
13,963
+606
| +5% | +$55.5K | 0.09% | 184 |
|
|
2020
Q4 | $1.15M | Sell |
13,357
-234
| -2% | -$20.2K | 0.09% | 203 |
|
|
2020
Q3 | $1.09M | Buy |
13,591
+981
| +8% | +$78.9K | 0.1% | 197 |
|
|
2020
Q2 | $876K | Sell |
12,610
-21,779
| -63% | -$1.51M | 0.08% | 210 |
|
|
2020
Q1 | $1.97M | Buy |
34,389
+3,275
| +11% | +$187K | 0.23% | 95 |
|
|
2019
Q4 | $2.26M | Sell |
31,114
-4,148
| -12% | -$302K | 0.21% | 107 |
|
|
2019
Q3 | $2.37M | Buy |
35,262
+945
| +3% | +$63.4K | 0.25% | 79 |
|
|
2019
Q2 | $2.29M | Sell |
34,317
-108,890
| -76% | -$7.26M | 0.24% | 90 |
|
|
2019
Q1 | $9.22M | Sell |
143,207
-122,597
| -46% | -$7.9M | 1.01% | 17 |
|
|
2018
Q4 | $15.1M | Buy |
+265,804
| New | +$15.1M | 1.87% | 5 |
|