Legacy Private Trust’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
Q3 | $4.27M | Sell |
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|
2025
Q2 | $4.16M | Sell |
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|
2025
Q1 | $4.98M | Sell |
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|
2024
Q4 | $6.45M | Sell |
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|
2024
Q3 | $6.39M | Sell |
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|
2024
Q2 | $6.15M | Sell |
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|
2024
Q1 | $6.11M | Sell |
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|
2023
Q4 | $5.58M | Hold |
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|
2023
Q3 | $4.97M | Sell |
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|
2023
Q2 | $5.26M | Sell |
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|
2023
Q1 | $4.97M | Sell |
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|
2022
Q4 | $4.77M | Sell |
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|
2022
Q3 | $4.5M | Sell |
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|
2022
Q2 | $5.07M | Sell |
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|
2022
Q1 | $6.38M | Sell |
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|
2021
Q4 | $6.7M | Sell |
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|
2021
Q3 | $6.05M | Sell |
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|
2021
Q2 | $6.08M | Sell |
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|
2021
Q1 | $6.12M | Sell |
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|
2020
Q4 | $7.82M | Sell |
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|
2020
Q3 | $8.79M | Sell |
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|
2020
Q2 | $11.4M | Sell |
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|
2020
Q1 | $13.3M | Sell |
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|
2019
Q4 | $21.1M | Sell |
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|
2019
Q3 | $21.2M | Sell |
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|
2019
Q2 | $21.5M | Sell |
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|
2019
Q1 | $24.3M | Buy |
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|
2018
Q4 | $20.9M | Buy |
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|
2018
Q3 | $23.7M | Sell |
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|
2018
Q2 | $22.3M | Sell |
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|
2018
Q1 | $22.5M | Buy |
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|
2017
Q4 | $21.8M | Sell |
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|
2017
Q3 | $21.5M | Buy |
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|
2017
Q2 | $17.7M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.48M | Sell |
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|
2015
Q3 | $1.52M | Hold |
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|
2015
Q2 | $1.64M | Buy |
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|
2015
Q1 | $1.3M | Buy |
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