Osborn Williams & Donohoe’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.01M | Hold |
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|
2019
Q3 | $3.7M | Hold |
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|
2019
Q2 | $3.67M | Hold |
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|
2019
Q1 | $3.63M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.41M | Hold |
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|
2016
Q4 | $2.29M | Hold |
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|
2016
Q3 | $2.21M | Buy |
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|
2016
Q2 | $1.95M | Hold |
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|
2016
Q1 | $1.91M | Buy |
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|
2015
Q4 | $246K | Hold |
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|
2015
Q3 | $234K | Hold |
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|
2015
Q2 | $252K | Sell |
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|
2015
Q1 | $261K | Hold |
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|
2014
Q4 | $258K | Buy |
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