Global Retirement Partners’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
Q3 | $14.5K | Hold |
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|
2025
Q2 | $13.4K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $249K | Hold |
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|
2023
Q4 | $224K | Hold |
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|
2023
Q3 | $198K | Hold |
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|
2023
Q2 | $209K | Hold |
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|
2023
Q1 | $192K | Buy |
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|
2022
Q4 | $156K | Hold |
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|
2022
Q3 | $160K | Hold |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $165K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $174K | Hold |
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|
2021
Q2 | $172K | Hold |
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|
2021
Q1 | $158K | Hold |
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|
2020
Q4 | $146K | Hold |
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|
2020
Q3 | $132K | Sell |
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|
2020
Q2 | $660K | Buy |
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|
2020
Q1 | $475K | Buy |
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|
2019
Q4 | $523K | Sell |
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|
2019
Q3 | $495K | Buy |
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|
2019
Q2 | $481K | Buy |
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|
2019
Q1 | $348K | Sell |
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|
2018
Q4 | $327K | Sell |
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|
2018
Q3 | $405K | Buy |
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|
2018
Q2 | $338K | Buy |
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|
2018
Q1 | $323K | Buy |
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|
2017
Q4 | $322K | Sell |
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|
2017
Q3 | $360K | Buy |
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|
2017
Q2 | $204K | Buy |
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|
2017
Q1 | $191K | Buy |
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|
2016
Q4 | $178K | Buy |
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