Squar Milner Financial Services’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 | – | Sell |
-3,190
| Closed | -$222K | – | 89 |
|
|
2020
Q2 | $222K | Buy |
3,190
+250
| +9% | +$17.4K | 0.13% | 190 |
|
|
2020
Q1 | $168K | Hold |
2,940
| – | – | 0.1% | 187 |
|
|
2019
Q4 | $213K | Sell |
2,940
-250
| -8% | -$18.1K | 0.11% | 194 |
|
|
2019
Q3 | $241K | Buy |
3,190
+1,673
| +110% | +$126K | 0.12% | 185 |
|
|
2019
Q2 | $101K | Buy |
1,517
+4
| +0.3% | +$266 | 0.07% | 275 |
|
|
2019
Q1 | $97K | Buy |
1,513
+2
| +0.1% | +$128 | 0.07% | 263 |
|
|
2018
Q4 | $86K | Buy |
1,511
+6
| +0.4% | +$341 | 0.08% | 240 |
|
|
2018
Q3 | $100K | Sell |
1,505
-247
| -14% | -$16.4K | 0.09% | 240 |
|
|
2018
Q2 | $110K | Buy |
+1,752
| New | +$110K | 0.1% | 236 |
|