Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $563K | Buy |
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|
2016
Q2 | $543K | Buy |
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|
2016
Q1 | $534K | Sell |
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|
2015
Q4 | $667K | Sell |
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|
2015
Q3 | $667K | Sell |
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|
2015
Q2 | $2.36M | Sell |
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|
2015
Q1 | $1.38M | Sell |
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|
2014
Q4 | $3.44M | Buy |
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|
2014
Q3 | $2.5M | Buy |
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|
2014
Q2 | $2.06M | Buy |
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|
2014
Q1 | $1.87M | Buy |
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|
2013
Q4 | $1.69M | Buy |
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|
2013
Q3 | $1.18M | Buy |
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|
2013
Q2 | $907K | Buy |
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