The Family Firm’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
2015
Q4
Sell
-4,704
Closed -$206K 104
2015
Q3
$206K Buy
+4,704
New +$206K 0.11% 96
2015
Q2
Sell
-4,704
Closed -$223K 111
2015
Q1
$223K Hold
4,704
0.11% 99
2014
Q4
$221K Buy
+4,704
New +$221K 0.12% 97