Caldwell Sutter Capital’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
$235K Hold
2025
Q1
$212K Hold
2024
Q4
$220K Hold
2024
Q3
$218K Hold
2024
Q2
$207K Hold
2024
Q1
$202K Hold
2023
Q4
$182K Sell
2023
Q3
$172K Hold
2023
Q2
$180K Buy