MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-695
| Closed | -$51K | – | 211 |
|
|
2019
Q4 | $51K | Hold |
695
| – | – | ﹤0.01% | 392 |
|
|
2019
Q3 | $47K | Hold |
695
| – | – | ﹤0.01% | 367 |
|
|
2019
Q2 | $46K | Sell |
695
-10,174
| -94% | -$673K | ﹤0.01% | 345 |
|
|
2019
Q1 | $700K | Buy |
10,869
+3,557
| +49% | +$229K | 0.06% | 133 |
|
|
2018
Q4 | $415K | Hold |
7,312
| – | – | 0.04% | 167 |
|
|
2018
Q3 | $487K | Buy |
7,312
+3,171
| +77% | +$211K | 0.05% | 156 |
|
|
2018
Q2 | $259K | Buy |
4,141
+695
| +20% | +$43.5K | 0.03% | 232 |
|
|
2018
Q1 | $208K | Buy |
+3,446
| New | +$208K | 0.02% | 228 |
|