WESPAC Advisors SoCal’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
2019
Q3
Sell
-3,375
Closed -$224K 87
2019
Q2
$224K Sell
3,375
-2,712
-45% -$180K 0.12% 78
2019
Q1
$392K Buy
+6,087
New +$392K 0.22% 58
2018
Q4
Hold
0
-$25K 32
2018
Q3
Hold
0
166