Smith Capital Management’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
Q3 | $750K | Sell |
9,932
-67
| -0.7% | -$5.06K | 0.46% | 42 |
|
|
2020
Q2 | $694K | Buy |
9,999
+32
| +0.3% | +$2.22K | 0.46% | 42 |
|
|
2020
Q1 | $570K | Buy |
9,967
+319
| +3% | +$18.2K | 0.43% | 41 |
|
|
2019
Q4 | $701K | Buy |
9,648
+230
| +2% | +$16.7K | 0.45% | 42 |
|
|
2019
Q3 | $632K | Sell |
9,418
-140
| -1% | -$9.4K | 0.46% | 42 |
|
|
2019
Q2 | $637K | Sell |
9,558
-567
| -6% | -$37.8K | 0.47% | 41 |
|
|
2019
Q1 | $652K | Buy |
10,125
+380
| +4% | +$24.5K | 0.51% | 40 |
|
|
2018
Q4 | $553K | Buy |
+9,745
| New | +$553K | 0.45% | 38 |
|