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 |
Change in Stake | Trade Value | 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% | +$57.5K | 0.01% | 314 |
|
|
2022
Q2 | $52K | Buy |
630
+122
| +24% | +$11.1K | ﹤0.01% | 412 |
|
|
2022
Q1 | $51K | Sell |
508
-157
| -24% | -$15.7K | ﹤0.01% | 449 |
|
|
2021
Q4 | $71K | Buy |
665
+183
| +38% | +$19.1K | 0.01% | 393 |
|
|
2021
Q3 | $47K | Buy |
482
+1
| +0.2% | +$101 | ﹤0.01% | 453 |
|
|
2021
Q2 | $47K | Buy |
481
+222
| +86% | +$21.4K | ﹤0.01% | 466 |
|
|
2021
Q1 | $24K | Hold |
259
| – | – | ﹤0.01% | 559 |
|
|
2020
Q4 | $22K | Buy |
259
+1
| +0.4% | +$81 | ﹤0.01% | 546 |
|
|
2020
Q3 | $19K | Buy |
258
+1
| +0.4% | +$75 | ﹤0.01% | 517 |
|
|
2020
Q2 | $18K | Sell |
257
-57
| -18% | -$3.73K | ﹤0.01% | 507 |
|
|
2020
Q1 | $18K | Buy |
314
+188
| +149% | +$12.9K | ﹤0.01% | 481 |
|
|
2019
Q4 | $9K | Buy |
126
+68
| +117% | +$4.73K | ﹤0.01% | 624 |
|
|
2019
Q3 | $4K | Sell |
58
-548
| -90% | -$36.7K | ﹤0.01% | 643 |
|
|
2019
Q2 | $40K | Buy |
606
+76
| +14% | +$4.98K | ﹤0.01% | 396 |
|
|
2019
Q1 | $34K | Sell |
530
-208
| -28% | -$12.9K | ﹤0.01% | 438 |
|
|
2018
Q4 | $42K | Buy |
738
+431
| +140% | +$26.5K | 0.01% | 387 |
|
|
2018
Q3 | $20K | Buy |
307
+102
| +50% | +$6.68K | ﹤0.01% | 500 |
|
|
2018
Q2 | $13K | Buy |
205
+138
| +206% | +$8.57K | ﹤0.01% | 542 |
|
|
2018
Q1 | $4K | Sell |
67
-99
| -60% | -$6.18K | ﹤0.01% | 678 |
|
|
2017
Q4 | $10K | Sell |
166
-34
| -17% | -$2.03K | ﹤0.01% | 606 |
|
|
2017
Q3 | $12K | Buy |
200
+152
| +317% | +$8.57K | ﹤0.01% | 580 |
|
|
2017
Q2 | $3K | Buy |
+48
| New | +$2.63K | ﹤0.01% | 689 |
|
Other funds holding ITOT
TAIM
AWA
SW
