SMC
Smith, Moore & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,042
| Closed | -$513K | – | 337 |
|
|
2018
Q4 | $513K | Sell |
9,042
-45,725
| -83% | -$2.59M | 0.14% | 149 |
|
|
2018
Q3 | $3.65M | Hold |
54,767
| – | – | 0.83% | 24 |
|
|
2018
Q2 | $3.42M | Sell |
54,767
-500
| -0.9% | -$31.3K | 0.86% | 23 |
|
|
2018
Q1 | $3.34M | Sell |
55,267
-1,432
| -3% | -$86.6K | 0.9% | 23 |
|
|
2017
Q4 | $3.47M | Sell |
56,699
-350
| -0.6% | -$21.4K | 0.93% | 24 |
|
|
2017
Q3 | $3.29M | Buy |
57,049
+7,818
| +16% | +$451K | 0.94% | 23 |
|
|
2017
Q2 | $2.73M | Buy |
49,231
+20,825
| +73% | +$1.15M | 0.91% | 23 |
|
|
2017
Q1 | $1.54M | Buy |
+28,406
| New | +$1.54M | 0.55% | 40 |
|