Tacita 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
Q4 | – | Sell |
-304
| Closed | -$28.6K | – | 221 |
|
|
2023
Q3 | $28.6K | Hold |
304
| – | – | 0.02% | 162 |
|
|
2023
Q2 | $30K | Hold |
304
| – | – | 0.02% | 157 |
|
|
2023
Q1 | $28K | Hold |
304
| – | – | 0.02% | 154 |
|
|
2022
Q4 | $26K | Hold |
304
| – | – | 0.02% | 161 |
|
|
2022
Q3 | $24K | Sell |
304
-1,980
| -87% | -$156K | 0.02% | 158 |
|
|
2022
Q2 | $191K | Hold |
2,284
| – | – | 0.13% | 84 |
|
|
2022
Q1 | $231K | Hold |
2,284
| – | – | 0.13% | 81 |
|
|
2021
Q4 | $244K | Hold |
2,284
| – | – | 0.14% | 80 |
|
|
2021
Q3 | $225K | Hold |
2,284
| – | – | 0.14% | 82 |
|
|
2021
Q2 | $226K | Hold |
2,284
| – | – | 0.14% | 81 |
|
|
2021
Q1 | $209K | Hold |
2,284
| – | – | 0.14% | 90 |
|
|
2020
Q4 | $197K | Buy |
+2,284
| New | +$197K | 0.13% | 87 |
|