Patten Group’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 | $906K | Sell |
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|
2025
Q1 | $826K | Buy |
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|
2024
Q4 | $565K | Buy |
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|
2024
Q3 | $538K | Buy |
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $321K | Buy |
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $316K | Hold |
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|
2023
Q2 | $330K | Hold |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $464K | Sell |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $608K | Buy |
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|
2021
Q4 | $547K | Buy |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $343K | Buy |
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