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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $322K | Hold |
3,803
| – | – | 0.17% | 55 |
|
|
2022
Q3 | $302K | Hold |
3,803
| – | – | 0.18% | 52 |
|
|
2022
Q2 | $319K | Hold |
3,803
| – | – | 0.2% | 53 |
|
|
2022
Q1 | $384K | Hold |
3,803
| – | – | 0.2% | 50 |
|
|
2021
Q4 | $407K | Hold |
3,803
| – | – | 0.2% | 52 |
|
|
2021
Q3 | $374K | Sell |
3,803
-108
| -3% | -$10.6K | 0.2% | 45 |
|
|
2021
Q2 | $386K | Sell |
3,911
-298
| -7% | -$29.4K | 0.21% | 45 |
|
|
2021
Q1 | $386K | Hold |
4,209
| – | – | 0.22% | 44 |
|
|
2020
Q4 | $363K | Buy |
4,209
+619
| +17% | +$53.4K | 0.22% | 42 |
|
|
2020
Q3 | $271K | Hold |
3,590
| – | – | 0.19% | 42 |
|
|
2020
Q2 | $249K | Hold |
3,590
| – | – | 0.18% | 46 |
|
|
2020
Q1 | $205K | Buy |
+3,590
| New | +$205K | 0.18% | 48 |
|