B. Riley Wealth 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 | $14M | Buy |
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|
2024
Q4 | $16.6M | Buy |
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|
2024
Q3 | $15.8M | Sell |
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|
2024
Q2 | $16.4M | Sell |
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|
2024
Q1 | $19.5M | Buy |
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|
2023
Q4 | $15M | Sell |
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|
2023
Q3 | $19.5M | Buy |
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|
2023
Q2 | $15.3M | Sell |
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|
2023
Q1 | $15.9M | Sell |
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|
2022
Q4 | $17.4M | Sell |
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|
2022
Q3 | $16.4M | Buy |
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|
2022
Q2 | $2.11M | Buy |
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|
2022
Q1 | $2.49M | Sell |
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|
2021
Q4 | $2.62M | Sell |
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|
2021
Q3 | $2.4M | Sell |
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|
2021
Q2 | $2.4M | Sell |
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|
2021
Q1 | $2.25M | Buy |
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|
2020
Q4 | $1.96M | Sell |
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|
2020
Q3 | $1.91M | Buy |
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|
2020
Q2 | $1.76M | Buy |
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|
2020
Q1 | $1.46M | Sell |
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|
2019
Q4 | $1.91M | Buy |
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|
2019
Q3 | $1.74M | Buy |
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|
2019
Q2 | $1.62M | Buy |
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|
2019
Q1 | $1.5M | Buy |
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|
2018
Q4 | $1.3M | Buy |
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|
2018
Q3 | $1.51M | Buy |
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|
2018
Q2 | $1.4M | Buy |
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|
2018
Q1 | $1.34M | Buy |
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|
2017
Q4 | $1.22M | Buy |
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|
2017
Q3 | $1.11M | Buy |
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|
2017
Q2 | $1.07M | Buy |
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|
2017
Q1 | $892K | Buy |
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|
2016
Q4 | $747K | Sell |
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|
2016
Q3 | $797K | Sell |
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|
2016
Q2 | $774K | Buy |
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|
2016
Q1 | $696K | Buy |
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|
2015
Q4 | $630K | Sell |
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|
2015
Q3 | $598K | Buy |
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|
2015
Q2 | $550K | Buy |
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|
2015
Q1 | $385K | Sell |
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|
2014
Q4 | $2.46K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $191K | Buy |
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|
2014
Q1 | $153K | Buy |
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