HHM Wealth Advisors’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 | $201K | Buy |
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|
2025
Q1 | $63.7K | Sell |
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|
2024
Q4 | $77.4K | Hold |
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|
2024
Q3 | $76.5K | Hold |
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|
2024
Q2 | $72.6K | Hold |
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|
2024
Q1 | $71.1K | Hold |
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|
2023
Q4 | $64.1K | Hold |
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|
2023
Q3 | $57.1K | Hold |
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|
2023
Q2 | $59.7K | Hold |
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|
2023
Q1 | $55.8K | Hold |
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|
2022
Q4 | $52.5K | Hold |
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|
2022
Q3 | $49K | Hold |
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|
2022
Q2 | $52K | Hold |
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|
2022
Q1 | $63K | Sell |
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|
2021
Q4 | $87K | Hold |
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|
2021
Q3 | $79K | Hold |
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|
2021
Q2 | $78K | Hold |
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|
2021
Q1 | $72K | Sell |
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|
2020
Q4 | $92K | Hold |
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|
2020
Q3 | $83K | Sell |
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|
2020
Q2 | $127K | Hold |
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|
2020
Q1 | $106K | Sell |
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|
2019
Q4 | $207K | Buy |
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