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Axxcess Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Axxcess Wealth Management’s Portfolio CSM Stock Details CSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,295
Closed -$235K – 878
2023
Q4 		$235K Sell
4,295
-1,031
-19% -$56.5K 0.01% 729
2023
Q3 		$260K Buy
+5,326
New +$260K 0.01% 636