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

Clearstead 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
2025 Q2	$334K	Hold
2025 Q1	$302K	Hold
2024 Q4	$314K	Hold
2024 Q3	$310K	Hold
2024 Q2	$294K	Hold
2024 Q1	$283K	Buy
2023 Q4	$148K	Sell
2023 Q3	$674K	Buy
2023 Q2	$20.4K	Buy