Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.72M | Buy |
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|
2023
Q2 | $2.81M | Sell |
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|
2023
Q1 | $2.92M | Sell |
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|
2022
Q4 | $2.83M | Buy |
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|
2022
Q3 | $2.65M | Buy |
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|
2022
Q2 | $2.79M | Sell |
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|
2022
Q1 | $3.48M | Sell |
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|
2021
Q4 | $3.76M | Sell |
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|
2021
Q3 | $3.56M | Buy |
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|
2021
Q2 | $3.48M | Sell |
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|
2021
Q1 | $3.34M | Buy |
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|
2020
Q4 | $3.14M | Buy |
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|
2020
Q3 | $2.77M | Sell |
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|
2020
Q2 | $2.56M | Sell |
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|
2020
Q1 | $2.23M | Buy |
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|
2019
Q4 | $2.49M | Buy |
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|
2019
Q3 | $2.19M | Buy |
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|
2019
Q2 | $2.25M | Buy |
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|
2019
Q1 | $2.15M | Sell |
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|
2018
Q4 | $1.96M | Buy |
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|
2018
Q3 | $490K | Buy |
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|
2018
Q2 | $453K | Sell |
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|
2018
Q1 | $439K | Hold |
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|
2017
Q4 | $444K | Buy |
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