Evergreen Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Hold |
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|
2025
Q1 | $866K | Hold |
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|
2024
Q4 | $896K | Hold |
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|
2024
Q3 | $888K | Hold |
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|
2024
Q2 | $843K | Hold |
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|
2024
Q1 | $823K | Hold |
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|
2023
Q4 | $742K | Hold |
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|
2023
Q3 | $661K | Hold |
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|
2023
Q2 | $691K | Hold |
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|
2023
Q1 | $646K | Hold |
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|
2022
Q4 | $609K | Hold |
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|
2022
Q3 | $573K | Hold |
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|
2022
Q2 | $604K | Hold |
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|
2022
Q1 | $729K | Hold |
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|
2021
Q4 | $755K | Hold |
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|
2021
Q3 | $679K | Hold |
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|
2021
Q2 | $673K | Hold |
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|
2021
Q1 | $619K | Hold |
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|
2020
Q4 | $572K | Hold |
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|
2020
Q3 | $517K | Hold |
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|
2020
Q2 | $481K | Sell |
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|
2020
Q1 | $442K | Sell |
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|
2019
Q4 | $1.61M | Hold |
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|
2019
Q3 | $1.48M | Sell |
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|
2019
Q2 | $1.62M | Sell |
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|
2019
Q1 | $1.58M | Sell |
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|
2018
Q4 | $1.43M | Sell |
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|
2018
Q3 | $1.71M | Hold |
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|
2018
Q2 | $1.6M | Sell |
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|
2018
Q1 | $2.66M | Sell |
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|
2017
Q4 | $2.86M | Hold |
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|
2017
Q3 | $2.68M | Buy |
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