JBR Co Financial Management’s ProShares Large Cap Core Plus CSM Stock Holding History

JBR Co Financial Management’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	$218K	Hold
2025 Q2	$200K	Buy
2025 Q1	–	Sell
2024 Q4	$281K	Hold
2024 Q3	$278K	Sell
2024 Q2	$273K	Hold
2024 Q1	$267K	Hold
2023 Q4	$241K	Buy