OA
Opes Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $270K | Sell |
4,763
-1,511
| -24% | -$85.7K | 0.19% | 37 |
|
|
2018
Q3 | $418K | Sell |
6,274
-688
| -10% | -$45.8K | 0.31% | 29 |
|
|
2018
Q2 | $435K | Buy |
6,962
+153
| +2% | +$9.56K | 0.32% | 33 |
|
|
2018
Q1 | $412K | Buy |
+6,809
| New | +$412K | 0.33% | 30 |
|
|
2017
Q1 | – | Sell |
-7,234
| Closed | -$371K | – | 60 |
|
|
2016
Q4 | $371K | Buy |
+7,234
| New | +$371K | 0.38% | 31 |
|