Pinnacle Advisory Group’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
Q1 | $2.13M | Buy |
23,290
+2,700
| +13% | +$247K | 0.1% | 75 |
|
|
2020
Q4 | $1.78M | Hold |
20,590
| – | – | 0.11% | 73 |
|
|
2020
Q3 | $1.55M | Sell |
20,590
-2,700
| -12% | -$204K | 0.1% | 72 |
|
|
2020
Q2 | $1.62M | Sell |
23,290
-2,100
| -8% | -$146K | 0.11% | 71 |
|
|
2020
Q1 | $1.45M | Sell |
25,390
-3,100
| -11% | -$177K | 0.14% | 61 |
|
|
2019
Q4 | $2.07M | Hold |
28,490
| – | – | 0.14% | 58 |
|
|
2019
Q3 | $1.91M | Hold |
28,490
| – | – | 0.13% | 55 |
|
|
2019
Q2 | $1.9M | Hold |
28,490
| – | – | 0.13% | 57 |
|
|
2019
Q1 | $1.84M | Hold |
28,490
| – | – | 0.13% | 52 |
|
|
2018
Q4 | $1.62M | Buy |
28,490
+405
| +1% | +$23K | 0.12% | 55 |
|
|
2018
Q3 | $1.87M | Buy |
+28,085
| New | +$1.87M | 0.13% | 47 |
|