WP
WealthSource Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,625
| Closed | -$265K | – | 557 |
|
|
2022
Q1 | $265K | Buy |
+2,625
| New | +$265K | 0.02% | 481 |
|
|
2020
Q1 | – | Sell |
-7,483
| Closed | -$544K | – | 380 |
|
|
2019
Q4 | $544K | Sell |
7,483
-2,952
| -28% | -$215K | 0.07% | 213 |
|
|
2019
Q3 | $700K | Buy |
10,435
+2,003
| +24% | +$134K | 0.1% | 186 |
|
|
2019
Q2 | $562K | Buy |
+8,432
| New | +$562K | 0.09% | 218 |
|
|
2016
Q4 | – | Sell |
-53,519
| Closed | -$2.65M | – | 262 |
|
|
2016
Q3 | $2.65M | Buy |
53,519
+2,859
| +6% | +$142K | 0.97% | 26 |
|
|
2016
Q2 | $4.83M | Buy |
+50,660
| New | +$4.83M | 1.8% | 12 |
|