Washington Trust Bank’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-187
| Closed | -$12K | – | 657 |
|
2018
Q2 | $12K | Hold |
187
| – | – | ﹤0.01% | 515 |
|
2018
Q1 | $11K | Hold |
187
| – | – | ﹤0.01% | 572 |
|
2017
Q4 | $11K | Hold |
187
| – | – | ﹤0.01% | 606 |
|
2017
Q3 | $11K | Hold |
187
| – | – | ﹤0.01% | 577 |
|
2017
Q2 | $10K | Hold |
187
| – | – | ﹤0.01% | 540 |
|
2017
Q1 | $10K | Hold |
187
| – | – | ﹤0.01% | 571 |
|
2016
Q4 | $10K | Buy |
187
+87
| +87% | +$4.65K | ﹤0.01% | 560 |
|
2016
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 601 |
|
2015
Q1 | – | Sell |
-922
| Closed | -$43K | – | 834 |
|
2014
Q4 | $43K | Buy |
+922
| New | +$43K | 0.01% | 488 |
|