Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-763
| Closed | -$49K | – | 385 |
|
|
2019
Q1 | $49K | Buy |
763
+612
| +405% | +$39.3K | 0.02% | 317 |
|
|
2018
Q4 | $9K | Hold |
151
| – | – | ﹤0.01% | 499 |
|
|
2018
Q3 | $9K | Hold |
151
| – | – | ﹤0.01% | 507 |
|
|
2018
Q2 | $9K | Hold |
151
| – | – | ﹤0.01% | 542 |
|
|
2018
Q1 | $9K | Hold |
151
| – | – | ﹤0.01% | 534 |
|
|
2017
Q4 | $9K | Buy |
+151
| New | +$9K | ﹤0.01% | 539 |
|