P.J. Schmidt Investment Management (PJS)’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 | – | Sell |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $408K | Buy |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $331K | Buy |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q3 | $246K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $288K | Sell |
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|
2019
Q3 | $295K | Sell |
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|
2019
Q2 | $303K | Sell |
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|
2019
Q1 | $349K | Sell |
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|
2018
Q4 | $473K | Sell |
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|
2018
Q3 | $637K | Sell |
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|
2018
Q2 | $643K | Sell |
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|
2018
Q1 | $691K | Buy |
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|
2017
Q4 | $595K | Buy |
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|
2017
Q3 | $458K | Buy |
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|
2017
Q2 | $412K | Sell |
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|
2017
Q1 | $431K | Sell |
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|
2016
Q4 | $421K | Sell |
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|
2016
Q3 | $421K | Sell |
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|
2016
Q2 | $531K | Buy |
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|
2016
Q1 | $501K | Sell |
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|
2015
Q4 | $526K | Sell |
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|
2015
Q3 | $633K | Sell |
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|
2015
Q2 | $1.84M | Sell |
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|
2015
Q1 | $1.98M | Sell |
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|
2014
Q4 | $2.42M | Buy |
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|
2014
Q3 | $2.24M | Sell |
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|
2014
Q2 | $2.49M | Sell |
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|
2014
Q1 | $2.59M | Sell |
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|
2013
Q4 | $2.88M | Buy |
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|
2013
Q3 | $392K | Buy |
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