BW
Bison Wealth’s ProShares Large Cap Core Plus CSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $692K | Sell |
10,466
-300
| -3% | -$19.8K | 0.15% | 116 |
|
|
2024
Q3 | $704K | Sell |
10,766
-607
| -5% | -$39.7K | 0.11% | 183 |
|
|
2024
Q2 | $691K | Hold |
11,373
| – | – | 0.11% | 190 |
|
|
2024
Q1 | $691K | Buy |
11,373
+159
| +1% | +$9.66K | 0.11% | 190 |
|
|
2023
Q4 | $614K | Buy |
11,214
+83
| +0.7% | +$4.55K | 0.11% | 203 |
|
|
2023
Q3 | $543K | Buy |
11,131
+306
| +3% | +$14.9K | 0.11% | 199 |
|
|
2023
Q2 | $552K | Buy |
+10,825
| New | +$552K | 0.1% | 199 |
|