Pinnacle Wealth Management 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
2020
Q1
Sell
-5,570
Closed -$405K 180
2019
Q4
$405K Sell
5,570
-150
-3% -$10.9K 0.15% 125
2019
Q3
$384K Sell
5,720
-419
-7% -$28.1K 0.16% 117
2019
Q2
$409K Buy
+6,139
New +$409K 0.17% 120