Mutual 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 | $3.79M | Sell |
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2025
Q1 | $3.33M | Sell |
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2024
Q4 | $3.67M | Sell |
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2024
Q3 | $3.65M | Buy |
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2024
Q2 | $3.29M | Sell |
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2024
Q1 | $3.25M | Sell |
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2023
Q4 | $3.51M | Sell |
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2023
Q3 | $7.47M | Buy |
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2023
Q2 | $5.24M | Buy |
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2023
Q1 | $4.6M | Sell |
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2022
Q4 | $5.1M | Sell |
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2022
Q3 | $5.01M | Sell |
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2022
Q2 | $5.57M | Sell |
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2022
Q1 | $6.81M | Sell |
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2021
Q4 | $9.07M | Buy |
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2021
Q3 | $7.96M | Sell |
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2021
Q2 | $7.98M | Sell |
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2021
Q1 | $7.94M | Sell |
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2020
Q4 | $9.06M | Sell |
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2020
Q3 | $9.29M | Sell |
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2020
Q2 | $8.71M | Sell |
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2020
Q1 | $7.31M | Sell |
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2019
Q4 | $10M | Buy |
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2019
Q3 | $9.11M | Buy |
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2019
Q2 | $8.84M | Buy |
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2019
Q1 | $8.04M | Sell |
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2018
Q4 | $7.27M | Sell |
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2018
Q3 | $8.74M | Sell |
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2018
Q2 | $8.22M | Buy |
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2018
Q1 | $7.95M | Buy |
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2017
Q4 | $7.94M | Buy |
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