Money Concepts Capital’s ProShares Large Cap Core Plus CSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,289
| Closed | -$193K | – | 966 |
|
|
2022
Q4 | $193K | Buy |
+4,289
| New | +$193K | 0.01% | 703 |
|
|
2022
Q2 | – | Sell |
-6,227
| Closed | -$335K | – | 1664 |
|
|
2022
Q1 | $335K | Buy |
+6,227
| New | +$335K | 0.02% | 552 |
|
|
2021
Q1 | $11.2M | Buy |
244,678
+223,274
| +1,043% | +$10.2M | 0.89% | 25 |
|
|
2020
Q4 | $903K | Buy |
+21,404
| New | +$903K | 0.08% | 200 |
|