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
2020
Q3
$34K Sell
2020
Q2
$41K Sell
2020
Q1
$40K Hold
2019
Q4
$50K Hold
2019
Q3
$46K Hold
2019
Q2
$46K Hold
2019
Q1
$46K Hold
2018
Q4
$40K Hold
2018
Q3
$46K Hold
2018
Q2
$42K Hold
2018
Q1
$39.9K Buy
2017
Q4
$28.7K Buy
2017
Q3
$12.7K Sell
2017
Q2
$55.7K Buy
2017
Q1
$52.4K Hold
2016
Q4
$49.8K Sell
2016
Q3
$49.5K Hold
2016
Q2
$47.6K Hold
2016
Q1
$46.7K Hold
2015
Q4
$46.4K Buy