New England Guild Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $322K | Hold |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $319K | Hold |
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|
2022
Q1 | $384K | Hold |
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|
2021
Q4 | $407K | Hold |
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|
2021
Q3 | $374K | Sell |
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|
2021
Q2 | $386K | Sell |
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|
2021
Q1 | $386K | Hold |
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|
2020
Q4 | $363K | Buy |
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|
2020
Q3 | $271K | Hold |
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|
2020
Q2 | $249K | Hold |
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|
2020
Q1 | $205K | Buy |
|