Pacific Sun Financial’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
Q3 | $271K | Hold |
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|
2025
Q2 | $249K | Hold |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $231K | Hold |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $214K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $216K | Buy |
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