Cypress Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $782K | Sell |
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|
2018
Q4 | $739K | Sell |
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|
2018
Q3 | $942K | Sell |
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|
2018
Q2 | $923K | Sell |
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|
2018
Q1 | $921K | Sell |
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|
2017
Q4 | $1.27M | Sell |
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|
2017
Q3 | $1.52M | Sell |
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|
2017
Q2 | $2.27M | Sell |
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|
2017
Q1 | $4.38M | Sell |
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|
2016
Q4 | $4.65M | Buy |
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|
2016
Q3 | $3.92M | Sell |
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|
2016
Q2 | $3.91M | Buy |
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|
2016
Q1 | $3.39M | Buy |
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|
2015
Q4 | $3.08M | Sell |
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|
2015
Q3 | $3.09M | Sell |
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|
2015
Q2 | $3.38M | Buy |
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