OBWG
Onyx Bridge Wealth Group’s ProShares Large Cap Core Plus CSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2M | Sell |
116,278
-4,477
| -4% | -$316K | 1.08% | 26 |
|
|
2025
Q1 | $7.7M | Sell |
120,755
-1,906
| -2% | -$121K | 1.1% | 24 |
|
|
2024
Q4 | $8.11M | Sell |
122,661
-215
| -0.2% | -$14.2K | 1.17% | 21 |
|
|
2024
Q3 | $8.03M | Sell |
122,876
-1,175
| -0.9% | -$76.8K | 1.21% | 19 |
|
|
2024
Q2 | $7.69M | Sell |
124,051
-35
| -0% | -$2.17K | 1.26% | 19 |
|
|
2024
Q1 | $7.24M | Sell |
124,086
-1,654
| -1% | -$96.6K | 1.29% | 18 |
|
|
2023
Q4 | $6.89M | Sell |
125,740
-977
| -0.8% | -$53.5K | 1.39% | 22 |
|
|
2023
Q3 | $6.19M | Sell |
126,717
-66
| -0.1% | -$3.22K | 1.45% | 18 |
|
|
2023
Q2 | $6.47M | Buy |
+126,783
| New | +$6.47M | 1.55% | 17 |
|