Sargent Bickham Lagudis’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
Q4 | $109K | Buy |
1,281
+1
| +0.1% | +$85 | 0.01% | 331 |
|
|
2022
Q3 | $102K | Buy |
1,280
+650
| +103% | +$51.8K | 0.01% | 314 |
|
|
2022
Q2 | $52K | Buy |
630
+122
| +24% | +$10.1K | ﹤0.01% | 412 |
|
|
2022
Q1 | $51K | Sell |
508
-157
| -24% | -$15.8K | ﹤0.01% | 449 |
|
|
2021
Q4 | $71K | Buy |
665
+183
| +38% | +$19.5K | 0.01% | 393 |
|
|
2021
Q3 | $47K | Buy |
482
+1
| +0.2% | +$98 | ﹤0.01% | 453 |
|
|
2021
Q2 | $47K | Buy |
481
+222
| +86% | +$21.7K | ﹤0.01% | 466 |
|
|
2021
Q1 | $24K | Hold |
259
| – | – | ﹤0.01% | 559 |
|
|
2020
Q4 | $22K | Buy |
259
+1
| +0.4% | +$85 | ﹤0.01% | 546 |
|
|
2020
Q3 | $19K | Buy |
258
+1
| +0.4% | +$74 | ﹤0.01% | 515 |
|
|
2020
Q2 | $18K | Sell |
257
-57
| -18% | -$3.99K | ﹤0.01% | 507 |
|
|
2020
Q1 | $18K | Buy |
314
+188
| +149% | +$10.8K | ﹤0.01% | 481 |
|
|
2019
Q4 | $9K | Buy |
126
+68
| +117% | +$4.86K | ﹤0.01% | 624 |
|
|
2019
Q3 | $4K | Sell |
58
-548
| -90% | -$37.8K | ﹤0.01% | 643 |
|
|
2019
Q2 | $40K | Buy |
606
+76
| +14% | +$5.02K | ﹤0.01% | 396 |
|
|
2019
Q1 | $34K | Sell |
530
-208
| -28% | -$13.3K | ﹤0.01% | 438 |
|
|
2018
Q4 | $42K | Buy |
738
+431
| +140% | +$24.5K | 0.01% | 387 |
|
|
2018
Q3 | $20K | Buy |
307
+102
| +50% | +$6.65K | ﹤0.01% | 500 |
|
|
2018
Q2 | $13K | Buy |
205
+138
| +206% | +$8.75K | ﹤0.01% | 542 |
|
|
2018
Q1 | $4K | Sell |
67
-99
| -60% | -$5.91K | ﹤0.01% | 678 |
|
|
2017
Q4 | $10K | Sell |
166
-34
| -17% | -$2.05K | ﹤0.01% | 606 |
|
|
2017
Q3 | $12K | Buy |
200
+152
| +317% | +$9.12K | ﹤0.01% | 580 |
|
|
2017
Q2 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 690 |
|