SWM
Selective Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-205
| Closed | -$16K | – | 419 |
|
|
2022
Q3 | $16K | Sell |
205
-318
| -61% | -$24.8K | 0.01% | 462 |
|
|
2022
Q2 | $44K | Hold |
523
| – | – | 0.02% | 344 |
|
|
2022
Q1 | $53K | Hold |
523
| – | – | 0.02% | 290 |
|
|
2021
Q4 | $56K | Hold |
523
| – | – | 0.02% | 258 |
|
|
2021
Q3 | $51K | Hold |
523
| – | – | 0.03% | 248 |
|
|
2021
Q2 | $52K | Hold |
523
| – | – | 0.04% | 187 |
|
|
2021
Q1 | $48K | Hold |
523
| – | – | 0.04% | 132 |
|
|
2020
Q4 | $45K | Buy |
+523
| New | +$45K | 0.03% | 118 |
|