HWA
HCR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Hold |
25,714
| – | – | 0.21% | 70 |
|
|
2025
Q1 | $1.64M | Hold |
25,714
| – | – | 0.21% | 73 |
|
|
2024
Q4 | $1.7M | Hold |
25,714
| – | – | 0.21% | 72 |
|
|
2024
Q3 | $1.68M | Buy |
25,714
+20,714
| +414% | +$1.35M | 0.22% | 72 |
|
|
2024
Q2 | $310K | Buy |
+5,000
| New | +$310K | 0.04% | 172 |
|