New England Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,741
| Closed | -$272K | – | 81 |
|
|
2019
Q4 | $272K | Buy |
3,741
+10
| +0.3% | +$727 | 0.07% | 66 |
|
|
2019
Q3 | $251K | Buy |
3,731
+7
| +0.2% | +$471 | 0.06% | 133 |
|
|
2019
Q2 | $248K | Buy |
3,724
+10
| +0.3% | +$666 | 0.06% | 134 |
|
|
2019
Q1 | $240K | Buy |
3,714
+7
| +0.2% | +$452 | 0.06% | 131 |
|
|
2018
Q4 | $209K | Buy |
3,707
+92
| +3% | +$5.19K | 0.06% | 130 |
|
|
2018
Q3 | $240K | Buy |
3,615
+11
| +0.3% | +$730 | 0.06% | 127 |
|
|
2018
Q2 | $225K | Buy |
+3,604
| New | +$225K | 0.06% | 132 |
|