RE Dickinson Investment Advisors’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
2022
Q4
Sell
-248
Closed -$20K 389
2022
Q3
$20K Hold
248
0.02% 113
2022
Q2
$21 Hold
248
﹤0.01% 123
2022
Q1
$25K Hold
248
0.02% 128
2021
Q4
$27K Buy
+248
New +$27K 0.02% 112