Atlas Capital Advisors’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 | $978K | Hold |
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|
2025
Q1 | $884K | Hold |
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|
2024
Q4 | $918K | Hold |
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|
2024
Q3 | $907K | Sell |
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|
2024
Q2 | $861K | Buy |
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|
2024
Q1 | $819K | Hold |
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|
2023
Q4 | $738K | Sell |
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|
2023
Q3 | $676K | Sell |
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|
2023
Q2 | $731K | Sell |
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|
2023
Q1 | $711K | Hold |
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|
2022
Q4 | $670K | Sell |
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|
2022
Q3 | $639K | Sell |
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|
2022
Q2 | $694K | Hold |
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|
2022
Q1 | $837K | Sell |
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|
2021
Q4 | $883K | Sell |
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|
2021
Q3 | $825K | Sell |
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|
2021
Q2 | $819K | Hold |
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|
2021
Q1 | $753K | Sell |
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|
2020
Q4 | $730K | Sell |
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|
2020
Q3 | $816K | Sell |
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|
2020
Q2 | $836K | Sell |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $1.51M | Hold |
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|
2019
Q3 | $1.38M | Sell |
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|
2019
Q2 | $1.38M | Buy |
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