EWA
EP Wealth Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,535
| Closed | -$400K | – | 269 |
|
|
2018
Q3 | $400K | Hold |
5,535
| – | – | 0.03% | 191 |
|
|
2018
Q2 | $374K | Buy |
5,535
+18
| +0.3% | +$1.22K | 0.04% | 139 |
|
|
2018
Q1 | $367K | Buy |
5,517
+33
| +0.6% | +$2.2K | 0.04% | 141 |
|
|
2017
Q4 | $366K | Buy |
5,484
+23
| +0.4% | +$1.54K | 0.04% | 126 |
|
|
2017
Q3 | $341K | Buy |
+5,461
| New | +$341K | 0.04% | 125 |
|