Apexium Financial’s ProShares Large Cap Core Plus CSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.72M | Sell |
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|
2025
Q1 | $6.11M | Sell |
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|
2024
Q4 | $6.41M | Sell |
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|
2024
Q3 | $6.76M | Sell |
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|
2024
Q2 | $7.68M | Sell |
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|
2024
Q1 | $7.73M | Sell |
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|
2023
Q4 | $7.28M | Sell |
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|
2023
Q3 | $8.29M | Sell |
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|
2023
Q2 | $9.13M | Buy |
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|
2023
Q1 | $7.04M | Sell |
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|
2022
Q4 | $8.21M | Buy |
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|
2022
Q3 | $7.06M | Buy |
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|
2022
Q2 | $409K | Hold |
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|
2022
Q1 | $493K | Sell |
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|
2021
Q4 | $518K | Hold |
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|
2021
Q3 | $466K | Sell |
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|
2021
Q2 | $1.83M | Sell |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | $1.47M | Sell |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $1.42M | Sell |
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|
2020
Q1 | $2M | Sell |
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|
2019
Q4 | $4.01M | Buy |
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