MRA Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,036
| Closed | -$218K | – | 118 |
|
|
2021
Q4 | $218K | Buy |
+2,036
| New | +$218K | 0.17% | 108 |
|
|
2021
Q3 | – | Sell |
-2,816
| Closed | -$278K | – | 131 |
|
|
2021
Q2 | $278K | Sell |
2,816
-17,052
| -86% | -$1.68M | 0.24% | 90 |
|
|
2021
Q1 | $1.82M | Buy |
19,868
+151
| +0.8% | +$13.8K | 1.71% | 21 |
|
|
2020
Q4 | $1.7M | Buy |
+19,717
| New | +$1.7M | 1.67% | 22 |
|