CFS
Commonwealth Financial Services’s ProShares Large Cap Core Plus CSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
5,410
-376
| -6% | -$26.5K | 0.07% | 132 |
|
|
2025
Q1 | $369K | Sell |
5,786
-25
| -0.4% | -$1.59K | 0.08% | 128 |
|
|
2024
Q4 | $384K | Sell |
5,811
-5
| -0.1% | -$331 | 0.08% | 126 |
|
|
2024
Q3 | $377K | Sell |
5,816
-33
| -0.6% | -$2.14K | 0.07% | 124 |
|
|
2024
Q2 | $367K | Sell |
5,849
-103
| -2% | -$6.47K | 0.08% | 114 |
|
|
2024
Q1 | $326K | Hold |
5,952
| – | – | 0.08% | 130 |
|
|
2023
Q4 | $326K | Sell |
5,952
-393
| -6% | -$21.5K | 0.08% | 130 |
|
|
2023
Q3 | $310K | Buy |
+6,345
| New | +$310K | 0.09% | 128 |
|