Maple Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,000
| Closed | -$377K | – | 102 |
|
|
2023
Q3 | $377K | Sell |
4,000
-142
| -3% | -$13.4K | 0.04% | 73 |
|
|
2023
Q2 | $405K | Hold |
4,142
| – | – | 0.04% | 70 |
|
|
2023
Q1 | $375K | Hold |
4,142
| – | – | 0.05% | 73 |
|
|
2022
Q4 | $351K | Sell |
4,142
-275
| -6% | -$23.3K | 0.05% | 73 |
|
|
2022
Q3 | $388K | Sell |
4,417
-274
| -6% | -$24.1K | 0.05% | 69 |
|
|
2022
Q2 | $393K | Sell |
4,691
-161
| -3% | -$13.5K | 0.05% | 73 |
|
|
2022
Q1 | $490K | Buy |
4,852
+157
| +3% | +$15.9K | 0.06% | 71 |
|
|
2021
Q4 | $502K | Buy |
4,695
+1,300
| +38% | +$139K | 0.05% | 68 |
|
|
2021
Q3 | $334K | Buy |
+3,395
| New | +$334K | 0.04% | 79 |
|