Evermay Wealth 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 | $307K | Hold |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $290K | Hold |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $266K | Hold |
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|
2023
Q4 | $240K | Hold |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $226K | Hold |
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|
2022
Q4 | $213K | Hold |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $263K | Hold |
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|
2021
Q3 | $237K | Sell |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $206K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $227K | Hold |
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|
2019
Q2 | $225K | Sell |
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|
2019
Q1 | $255K | Hold |
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|
2018
Q4 | $226K | Sell |
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|
2018
Q3 | $277K | Hold |
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|
2018
Q2 | $259K | Hold |
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|
2018
Q1 | $255K | Sell |
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|
2017
Q4 | $262K | Hold |
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|
2017
Q3 | $246K | Hold |
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|
2017
Q2 | $236K | Hold |
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|
2017
Q1 | $230K | Sell |
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|
2016
Q4 | $229K | Sell |
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|
2016
Q3 | $244K | Hold |
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|
2016
Q2 | $236K | Sell |
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|
2016
Q1 | $311K | Sell |
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|
2015
Q4 | $343K | Hold |
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|
2015
Q3 | $321K | Sell |
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|
2015
Q2 | $405K | Sell |
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|
2015
Q1 | $651K | Hold |
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|
2014
Q4 | $653K | Buy |
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|
2014
Q3 | $578K | Hold |
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|
2014
Q2 | $571K | Hold |
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|
2014
Q1 | $541K | Sell |
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|
2013
Q4 | $538K | Buy |
|