DWM
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Doyle Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-30
Closed -$2K 310
2019
Q2
$2K Buy
+30
New +$2K ﹤0.01% 786
2019
Q1
Sell
-30
Closed -$2K 299
2018
Q4
$2K Buy
+30
New +$2K ﹤0.01% 790