Peterson 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 |
-3,190
| Closed | -$232K | – | 54 |
|
|
2019
Q4 | $232K | Sell |
3,190
-213
| -6% | -$15.5K | 0.13% | 39 |
|
|
2019
Q3 | $228K | Sell |
3,403
-271
| -7% | -$18.2K | 0.14% | 40 |
|
|
2019
Q2 | $245K | Buy |
3,674
+18
| +0.5% | +$1.2K | 0.16% | 38 |
|
|
2019
Q1 | $242K | Sell |
3,656
-708
| -16% | -$46.9K | 0.16% | 39 |
|
|
2018
Q4 | $248K | Buy |
4,364
+269
| +7% | +$15.3K | 0.2% | 36 |
|
|
2018
Q3 | $273K | Sell |
4,095
-4,797
| -54% | -$320K | 0.2% | 38 |
|
|
2018
Q2 | $556K | Sell |
8,892
-1,302
| -13% | -$81.4K | 0.45% | 23 |
|
|
2018
Q1 | $616K | Sell |
10,194
-1,072
| -10% | -$64.8K | 0.51% | 27 |
|
|
2017
Q4 | $689K | Buy |
+11,266
| New | +$689K | 0.62% | 27 |
|