OneDigital Investment Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-130
| Closed | -$4K | – | 1065 |
|
|
2018
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 1192 |
|
|
2018
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 1179 |
|
|
2017
Q4 | $4K | Hold |
130
| – | – | ﹤0.01% | 1106 |
|
|
2017
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 911 |
|
|
2017
Q2 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 1081 |
|