PMFA
Plante Moran Financial Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,020
| Closed | -$143K | – | 775 |
|
|
2019
Q3 | $143K | Hold |
2,020
| – | – | 0.04% | 200 |
|
|
2019
Q2 | $142K | Hold |
2,020
| – | – | 0.04% | 186 |
|
|
2019
Q1 | $138K | Hold |
2,020
| – | – | 0.04% | 191 |
|
|
2018
Q4 | $122K | Hold |
2,020
| – | – | 0.04% | 182 |
|
|
2018
Q3 | $146K | Hold |
2,020
| – | – | 0.05% | 173 |
|
|
2018
Q2 | $136K | Hold |
2,020
| – | – | 0.07% | 194 |
|
|
2018
Q1 | $134K | Hold |
2,020
| – | – | 0.07% | 190 |
|
|
2017
Q4 | $135K | Hold |
2,020
| – | – | 0.07% | 180 |
|
|
2017
Q3 | $126K | Hold |
2,020
| – | – | 0.07% | 172 |
|
|
2017
Q2 | $121K | Hold |
2,020
| – | – | 0.08% | 174 |
|
|
2017
Q1 | $118K | Hold |
2,020
| – | – | 0.07% | 183 |
|
|
2016
Q4 | $112K | Hold |
2,020
| – | – | 0.07% | 201 |
|
|
2016
Q3 | $107K | Hold |
2,020
| – | – | 0.07% | 197 |
|
|
2016
Q2 | $103K | Hold |
2,020
| – | – | 0.07% | 182 |
|
|
2016
Q1 | $102K | Hold |
2,020
| – | – | 0.08% | 176 |
|
|
2015
Q4 | $100K | Hold |
2,020
| – | – | 0.08% | 187 |
|
|
2015
Q3 | $93K | Hold |
2,020
| – | – | 0.07% | 183 |
|
|
2015
Q2 | $100K | Buy |
+2,020
| New | +$100K | 0.07% | 190 |
|