Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $76K | Buy |
890
+445
| +100% | +$38K | 0.01% | 504 |
|
|
2020
Q3 | $34K | Sell |
445
-150
| -25% | -$11.5K | 0.01% | 527 |
|
|
2020
Q2 | $41K | Sell |
595
-65
| -10% | -$4.48K | 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% | 498 |
|
|
2018
Q3 | $46K | Hold |
660
| – | – | 0.01% | 501 |
|
|
2018
Q2 | $42K | Hold |
660
| – | – | 0.01% | 532 |
|
|
2018
Q1 | $39.9K | Buy |
660
+190
| +40% | +$11.5K | 0.01% | 529 |
|
|
2017
Q4 | $28.7K | Buy |
470
+250
| +114% | +$15.3K | 0.01% | 596 |
|
|
2017
Q3 | $12.7K | Sell |
220
-785
| -78% | -$45.2K | ﹤0.01% | 770 |
|
|
2017
Q2 | $55.7K | Buy |
1,005
+35
| +4% | +$1.94K | 0.02% | 535 |
|
|
2017
Q1 | $52.4K | Hold |
970
| – | – | 0.02% | 527 |
|
|
2016
Q4 | $49.8K | Sell |
970
-30
| -3% | -$1.54K | 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 | +$46.4K | 0.01% | 549 |
|