HWA
HHM 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 | $201K | Buy |
2,848
+1,848
| +185% | +$130K | 0.02% | 199 |
|
|
2025
Q1 | $63.7K | Sell |
1,000
-170
| -15% | -$10.8K | 0.01% | 319 |
|
|
2024
Q4 | $77.4K | Hold |
1,170
| – | – | 0.01% | 293 |
|
|
2024
Q3 | $76.5K | Hold |
1,170
| – | – | 0.01% | 281 |
|
|
2024
Q2 | $72.6K | Hold |
1,170
| – | – | 0.01% | 286 |
|
|
2024
Q1 | $71.1K | Hold |
1,170
| – | – | 0.01% | 255 |
|
|
2023
Q4 | $64.1K | Hold |
1,170
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $57.1K | Hold |
1,170
| – | – | 0.01% | 260 |
|
|
2023
Q2 | $59.7K | Hold |
1,170
| – | – | 0.01% | 261 |
|
|
2023
Q1 | $55.8K | Hold |
1,170
| – | – | 0.01% | 262 |
|
|
2022
Q4 | $52.5K | Hold |
1,170
| – | – | 0.01% | 239 |
|
|
2022
Q3 | $49K | Hold |
1,170
| – | – | 0.01% | 235 |
|
|
2022
Q2 | $52K | Hold |
1,170
| – | – | 0.01% | 274 |
|
|
2022
Q1 | $63K | Buy |
1,170
+385
| +49% | +$20.7K | 0.01% | 271 |
|
|
2021
Q4 | $87K | Hold |
785
| – | – | 0.02% | 232 |
|
|
2021
Q3 | $79K | Hold |
785
| – | – | 0.02% | 236 |
|
|
2021
Q2 | $78K | Hold |
785
| – | – | 0.02% | 233 |
|
|
2021
Q1 | $72K | Sell |
785
-300
| -28% | -$27.5K | 0.02% | 226 |
|
|
2020
Q4 | $92K | Hold |
1,085
| – | – | 0.03% | 181 |
|
|
2020
Q3 | $83K | Sell |
1,085
-700
| -39% | -$53.5K | 0.03% | 171 |
|
|
2020
Q2 | $127K | Hold |
1,785
| – | – | 0.05% | 112 |
|
|
2020
Q1 | $106K | Sell |
1,785
-900
| -34% | -$53.4K | 0.05% | 116 |
|
|
2019
Q4 | $207K | Buy |
+2,685
| New | +$207K | 0.1% | 78 |
|