Stewardship Financial Advisors’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
Q1 | $31K | Sell |
337
-428
| -56% | -$39.4K | 0.01% | 76 |
|
|
2020
Q4 | $66K | Buy |
765
+450
| +143% | +$38.8K | 0.02% | 73 |
|
|
2020
Q3 | $24K | Sell |
315
-449
| -59% | -$34.2K | 0.01% | 69 |
|
|
2020
Q2 | $53K | Buy |
764
+450
| +143% | +$31.2K | 0.02% | 60 |
|
|
2020
Q1 | $18K | Sell |
314
-450
| -59% | -$25.8K | 0.01% | 51 |
|
|
2019
Q4 | $56K | Buy |
764
+697
| +1,040% | +$51.1K | 0.02% | 70 |
|
|
2019
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 67 |
|
|
2019
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 67 |
|
|
2019
Q1 | $4K | Buy |
67
+1
| +2% | +$60 | ﹤0.01% | 66 |
|
|
2018
Q4 | $4K | Hold |
66
| – | – | ﹤0.01% | 60 |
|
|
2018
Q3 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 74 |
|
|
2016
Q1 | – | Sell |
-81,308
| Closed | -$3.78M | – | 52 |
|
|
2015
Q4 | $3.78M | Buy |
+81,308
| New | +$3.78M | 3.02% | 8 |
|