Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,229
| Closed | -$220K | – | 225 |
|
|
2021
Q2 | $220K | Sell |
2,229
-4,397
| -66% | -$434K | 0.09% | 74 |
|
|
2021
Q1 | $607K | Sell |
6,626
-1,296
| -16% | -$119K | 0.27% | 40 |
|
|
2020
Q4 | $683K | Sell |
7,922
-25
| -0.3% | -$2.16K | 0.32% | 31 |
|
|
2020
Q3 | $600K | Sell |
7,947
-1,128
| -12% | -$85.2K | 0.31% | 30 |
|
|
2020
Q2 | $630K | Sell |
9,075
-1,990
| -18% | -$138K | 0.35% | 28 |
|
|
2020
Q1 | $633K | Sell |
11,065
-839
| -7% | -$48K | 0.38% | 28 |
|
|
2019
Q4 | $865K | Buy |
11,904
+45
| +0.4% | +$3.27K | 0.37% | 27 |
|
|
2019
Q3 | $795K | Buy |
11,859
+221
| +2% | +$14.8K | 0.37% | 29 |
|
|
2019
Q2 | $775K | Buy |
11,638
+997
| +9% | +$66.4K | 0.37% | 26 |
|
|
2019
Q1 | $685K | Buy |
+10,641
| New | +$685K | 0.36% | 30 |
|