HCR Wealth Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

HCR Wealth Advisors’s Portfolio CSM Stock Details CSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.98M	Hold
2025 Q2	$1.81M	Hold
2025 Q1	$1.64M	Hold
2024 Q4	$1.7M	Hold
2024 Q3	$1.68M	Buy
2024 Q2	$310K	Buy