Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $23.9K | Hold |
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|
2022
Q4 | $22.5K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $319K | Sell |
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|
2021
Q4 | $351K | Sell |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $277K | Sell |
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|
2020
Q3 | $252K | Sell |
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|
2020
Q2 | $253K | Sell |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $693K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $704K | Buy |
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