J.W. Cole 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 | $456K | Buy |
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|
2025
Q1 | $396K | Buy |
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|
2024
Q4 | $348K | Buy |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $319K | Buy |
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|
2023
Q4 | $287K | Buy |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $251K | Buy |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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