Navis Wealth Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

Navis Wealth Advisors’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 Q2	$869K	Sell
2025 Q1	$789K	Buy
2024 Q4	$745K	Buy
2024 Q3	$694K	Buy
2024 Q2	$521K	Sell
2024 Q1	$519K	Hold
2023 Q4	$468K	Hold
2023 Q3	$417K	Buy
2023 Q2	$421K	Sell
2023 Q1	$400K	Buy