JCFM
JBR Co Financial Management’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 | $200K | Buy |
+2,845
| New | +$200K | 0.1% | 112 |
|
|
2025
Q1 | – | Sell |
-4,245
| Closed | -$281K | – | 115 |
|
|
2024
Q4 | $281K | Hold |
4,245
| – | – | 0.17% | 88 |
|
|
2024
Q3 | $278K | Sell |
4,245
-155
| -4% | -$10.1K | 0.18% | 89 |
|
|
2024
Q2 | $273K | Hold |
4,400
| – | – | 0.19% | 84 |
|
|
2024
Q1 | $267K | Hold |
4,400
| – | – | 0.21% | 77 |
|
|
2023
Q4 | $241K | Buy |
+4,400
| New | +$241K | 0.23% | 75 |
|