AJ Wealth Strategies’s ProShares Large Cap Core Plus CSM Stock Holding History

AJ Wealth Strategies’s Portfolio CSM Stock Details CSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.55M	Hold
2023 Q1	$1.45M	Hold
2022 Q4	$1.36M	Hold
2022 Q3	$1.28M	Hold
2022 Q2	$1.35M	Hold
2022 Q1	$1.64M	Hold
2021 Q4	$1.69M	Hold
2021 Q3	$1.52M	Hold
2021 Q2	$1.51M	Sell
2021 Q1	$1.46M	Buy
2020 Q4	$1.29M	Hold
2020 Q3	$1.16M	Buy
2020 Q2	$791K	Sell
2020 Q1	$785K	Sell
2019 Q4	$1.35M	Sell
2019 Q3	$1.44M	Sell
2019 Q2	$1.48M	Hold
2019 Q1	$1.44M	Hold
2018 Q4	$1.28M	Hold
2018 Q3	$1.52M	Hold
2018 Q2	$1.42M	Hold
2018 Q1	$1.4M	Hold
2017 Q4	$1.41M	Sell
2017 Q3	$1.32M	Hold
2017 Q2	$1.27M	Sell
2017 Q1	$1.42M	Buy
2016 Q4	$1.3M	Buy