PA
Paracle Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $444K | Hold |
4,853
| – | – | 0.08% | 71 |
|
|
2020
Q4 | $418K | Sell |
4,853
-1,775
| -27% | -$153K | 0.08% | 77 |
|
|
2020
Q3 | $500K | Hold |
6,628
| – | – | 0.11% | 64 |
|
|
2020
Q2 | $460K | Hold |
6,628
| – | – | 0.11% | 64 |
|
|
2020
Q1 | $379K | Buy |
+6,628
| New | +$379K | 0.1% | 63 |
|
|
2017
Q3 | – | Sell |
-5,830
| Closed | -$323K | – | 49 |
|
|
2017
Q2 | $323K | Buy |
+5,830
| New | +$323K | 0.12% | 36 |
|