Parker Investment 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 |
-2,565
| Closed | -$242K | – | 31 |
|
|
2023
Q3 | $242K | Buy |
2,565
+82
| +3% | +$7.73K | 0.05% | 24 |
|
|
2023
Q2 | $243K | Sell |
2,483
-1,277
| -34% | -$125K | 0.04% | 22 |
|
|
2023
Q1 | $340K | Hold |
3,760
| – | – | 0.07% | 23 |
|
|
2022
Q4 | $319K | Sell |
3,760
-34
| -0.9% | -$2.89K | 0.08% | 22 |
|
|
2022
Q3 | $302K | Hold |
3,794
| – | – | 0.1% | 24 |
|
|
2022
Q2 | $318K | Buy |
3,794
+13
| +0.3% | +$1.09K | 0.07% | 24 |
|
|
2022
Q1 | $382K | Buy |
3,781
+12
| +0.3% | +$1.21K | 0.04% | 29 |
|
|
2021
Q4 | $403K | Buy |
3,769
+47
| +1% | +$5.03K | 0.06% | 26 |
|
|
2021
Q3 | $366K | Buy |
+3,722
| New | +$366K | 0.02% | 28 |
|