Winslow Evans & Crocker’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
2020 Q4	$76K	Buy	890 +445	+100%	+$36K	0.01%	504
2020 Q3	$34K	Sell	445 -150	-25%	-$11.2K	0.01%	527
2020 Q2	$41K	Sell	595 -65	-10%	-$4.25K	0.01%	494
2020 Q1	$40K	Hold	660	–	–	0.01%	462
2019 Q4	$50K	Hold	660	–	–	0.01%	501
2019 Q3	$46K	Hold	660	–	–	0.01%	512
2019 Q2	$46K	Hold	660	–	–	0.01%	522
2019 Q1	$46K	Hold	660	–	–	0.01%	505
2018 Q4	$40K	Hold	660	–	–	0.01%	499
2018 Q3	$46K	Hold	660	–	–	0.01%	501
2018 Q2	$42K	Hold	660	–	–	0.01%	532
2018 Q1	$39.9K	Buy	660 +190	+40%	+$11.9K	0.01%	529
2017 Q4	$28.7K	Buy	470 +250	+114%	+$14.9K	0.01%	596
2017 Q3	$12.7K	Sell	220 -785	-78%	-$44.3K	﹤0.01%	770
2017 Q2	$55.7K	Buy	1,005 +35	+4%	+$1.92K	0.02%	535
2017 Q1	$52.4K	Hold	970	–	–	0.02%	527
2016 Q4	$49.8K	Sell	970 -30	-3%	-$1.5K	0.02%	535
2016 Q3	$49.5K	Hold	1,000	–	–	0.01%	542
2016 Q2	$47.6K	Hold	1,000	–	–	0.01%	522
2016 Q1	$46.7K	Hold	1,000	–	–	0.01%	519
2015 Q4	$46.4K	Buy	+1,000	New	+$46.9K	0.01%	549