SteelPeak Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,423
| Closed | -$437K | – | 420 |
|
|
2021
Q2 | $437K | Buy |
4,423
+320
| +8% | +$31.6K | 0.03% | 270 |
|
|
2021
Q1 | $376K | Sell |
4,103
-175
| -4% | -$16K | 0.03% | 258 |
|
|
2020
Q4 | $369K | Sell |
4,278
-532
| -11% | -$45.9K | 0.03% | 237 |
|
|
2020
Q3 | $363K | Sell |
4,810
-5,824
| -55% | -$440K | 0.04% | 193 |
|
|
2020
Q2 | $738K | Sell |
10,634
-39,768
| -79% | -$2.76M | 0.09% | 147 |
|
|
2020
Q1 | $2.88M | Sell |
50,402
-120,842
| -71% | -$6.91M | 0.46% | 61 |
|
|
2019
Q4 | $12.4M | Buy |
+171,244
| New | +$12.4M | 1.72% | 12 |
|