Perennial Investment Advisors’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 | $356K | Hold |
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|
2025
Q1 | $322K | Hold |
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|
2024
Q4 | $334K | Hold |
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $313K | Hold |
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $307K | Hold |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $412K | Hold |
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|
2022
Q1 | $497K | Hold |
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|
2021
Q4 | $515K | Buy |
|