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

Bison Wealth’s Portfolio CSM Stock Details CSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$692K	Sell
2024 Q3	$704K	Sell
2024 Q2	$691K	Hold
2024 Q1	$691K	Buy
2023 Q4	$614K	Buy
2023 Q3	$543K	Buy
2023 Q2	$552K	Buy