TrueWealth LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.95M | Buy |
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2020
Q1 | $1.06M | Sell |
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|
2019
Q4 | $1.98M | Buy |
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|
2019
Q3 | $1.82M | Buy |
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|
2019
Q2 | $1.7M | Buy |
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|
2019
Q1 | $1.4M | Buy |
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|
2018
Q4 | $682K | Buy |
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|
2018
Q3 | $619K | Buy |
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|
2018
Q2 | $369K | Buy |
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2018
Q1 | $343K | Buy |
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|
2017
Q4 | $135K | Buy |
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