CAPTRUST Financial Advisors
CSM icon

CAPTRUST Financial Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-232
Closed -$10K – 2487
2022
Q2 		$10K Hold
232
– – ﹤0.01% 3738
2022
Q1 		$12K Hold
232
– – ﹤0.01% 3699
2021
Q4 		$13K Hold
232
– – ﹤0.01% 3555
2021
Q3 		$12K Hold
232
– – ﹤0.01% 3489
2021
Q2 		$12K Hold
232
– – ﹤0.01% 3427
2021
Q1 		$11K Buy
+232
New +$10.2K ﹤0.01% 3371

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