Sierra Capital’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
Q1
Sell
-519
Closed -$44K 374
2022
Q4
$44K Buy
519
+5
+1% +$424 0.01% 264
2022
Q3
$41K Hold
514
0.01% 274
2022
Q2
$43K Buy
514
+2
+0.4% +$167 0.01% 338
2022
Q1
$52K Buy
512
+1
+0.2% +$102 0.01% 339
2021
Q4
$55K Buy
511
+4
+0.8% +$431 0.01% 335
2021
Q3
$50K Hold
507
0.01% 305
2021
Q2
$50K Buy
507
+3
+0.6% +$296 0.01% 289
2021
Q1
$46K Buy
+504
New +$46K 0.01% 275