RDA Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,967
| Closed | -$210K | – | 236 |
|
|
2021
Q4 | $210K | Buy |
+1,967
| New | +$210K | 0.09% | 203 |
|
|
2021
Q3 | – | Sell |
-3,225
| Closed | -$318K | – | 218 |
|
|
2021
Q2 | $318K | Sell |
3,225
-397
| -11% | -$39.1K | 0.14% | 163 |
|
|
2021
Q1 | $332K | Buy |
3,622
+5
| +0.1% | +$458 | 0.14% | 159 |
|
|
2020
Q4 | $312K | Buy |
3,617
+5
| +0.1% | +$431 | 0.14% | 158 |
|
|
2020
Q3 | $273K | Sell |
3,612
-70
| -2% | -$5.29K | 0.12% | 169 |
|
|
2020
Q2 | $256K | Buy |
3,682
+5
| +0.1% | +$348 | 0.13% | 166 |
|
|
2020
Q1 | $210K | Buy |
3,677
+6
| +0.2% | +$343 | 0.13% | 164 |
|
|
2019
Q4 | $271K | Buy |
3,671
+408
| +13% | +$30.1K | 0.11% | 190 |
|
|
2019
Q3 | $230K | Buy |
+3,263
| New | +$230K | 0.1% | 210 |
|