Washington Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-69
| Closed | -$6.5K | – | 678 |
|
|
2023
Q3 | $6.5K | Hold |
69
| – | – | ﹤0.01% | 520 |
|
|
2023
Q2 | $6.75K | Hold |
69
| – | – | ﹤0.01% | 510 |
|
|
2023
Q1 | $6.25K | Hold |
69
| – | – | ﹤0.01% | 573 |
|
|
2022
Q4 | $5.85K | Sell |
69
-6
| -8% | -$509 | ﹤0.01% | 578 |
|
|
2022
Q3 | $6K | Buy |
75
+6
| +9% | +$480 | ﹤0.01% | 680 |
|
|
2022
Q2 | $6K | Sell |
69
-265
| -79% | -$23K | ﹤0.01% | 715 |
|
|
2022
Q1 | $34K | Buy |
+334
| New | +$34K | ﹤0.01% | 499 |
|