Prosperity Financial Group’s ProShares Large Cap Core Plus CSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Sell |
10,856
-679
| -6% | -$47.8K | 0.32% | 81 |
|
|
2025
Q1 | $735K | Sell |
11,535
-15
| -0.1% | -$956 | 0.37% | 68 |
|
|
2024
Q4 | $764K | Sell |
11,550
-96
| -0.8% | -$6.35K | 0.38% | 68 |
|
|
2024
Q3 | $761K | Buy |
11,646
+152
| +1% | +$9.94K | 0.43% | 62 |
|
|
2024
Q2 | $713K | Sell |
11,494
-417
| -4% | -$25.9K | 0.45% | 59 |
|
|
2024
Q1 | $723K | Sell |
11,911
-115
| -1% | -$6.99K | 0.45% | 57 |
|
|
2023
Q4 | $659K | Sell |
12,026
-141
| -1% | -$7.72K | 0.46% | 49 |
|
|
2023
Q3 | $594K | Sell |
12,167
-36
| -0.3% | -$1.76K | 0.49% | 48 |
|
|
2023
Q2 | $623K | Sell |
12,203
-240
| -2% | -$12.2K | 0.55% | 45 |
|
|
2023
Q1 | $593K | Sell |
12,443
-2,333
| -16% | -$111K | 0.6% | 45 |
|
|
2022
Q4 | $664K | Buy |
+14,776
| New | +$664K | 0.72% | 37 |
|