B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $14.9K | Buy |
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|
2022
Q1 | $15.5M | Sell |
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|
2021
Q4 | $16.6M | Buy |
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|
2021
Q3 | $14.3M | Buy |
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|
2021
Q2 | $13.9M | Buy |
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|
2021
Q1 | $12.3M | Sell |
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|
2020
Q4 | $13.7M | Sell |
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|
2020
Q3 | $14.8M | Buy |
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|
2020
Q2 | $11.4M | Sell |
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|
2020
Q1 | $11.2M | Buy |
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|
2019
Q4 | $11.4M | Sell |
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|
2019
Q3 | $10.8M | Sell |
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|
2019
Q2 | $11.8K | Buy |
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|
2019
Q1 | $11.1M | Sell |
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|
2018
Q4 | $10.4M | Buy |
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|
2018
Q3 | $11.8M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $25K | Hold |
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|
2015
Q1 | $26K | Hold |
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|
2014
Q4 | $26K | Buy |
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