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Duncan Williams Asset Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Duncan Williams Asset Management’s Portfolio CSM Stock Details CSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.23M Hold
31,688
– – 0.7% 26
2025
Q1 		$2.02M Sell
31,688
-10
-0% -$637 0.73% 25
2024
Q4 		$2.1M Buy
31,698
+1,757
+6% +$116K 0.83% 24
2024
Q3 		$1.96M Buy
+29,941
New +$1.96M 1.08% 12