SeaCrest Wealth Management’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 | $756K | Sell |
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|
2025
Q1 | $701K | Sell |
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|
2024
Q4 | $772K | Sell |
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|
2024
Q3 | $766K | Sell |
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|
2024
Q2 | $751K | Buy |
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|
2024
Q1 | $590K | Sell |
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|
2023
Q4 | $745K | Sell |
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|
2023
Q3 | $676K | Sell |
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|
2023
Q2 | $726K | Buy |
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|
2023
Q1 | $658K | Hold |
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|
2022
Q4 | $620K | Sell |
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|
2022
Q3 | $626K | Buy |
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|
2022
Q2 | $622K | Buy |
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|
2022
Q1 | $668K | Sell |
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|
2021
Q4 | $691K | Hold |
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|
2021
Q3 | $622K | Sell |
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|
2021
Q2 | $991K | Buy |
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|
2021
Q1 | $582K | Sell |
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|
2020
Q4 | $539K | Hold |
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|
2020
Q3 | $487K | Sell |
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|
2020
Q2 | $474K | Buy |
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|
2020
Q1 | $396K | Sell |
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|
2019
Q4 | $659K | Sell |
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|
2019
Q3 | $609K | Buy |
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|
2019
Q2 | $605K | Sell |
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|
2019
Q1 | $612K | Sell |
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|
2018
Q4 | $561K | Sell |
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|
2018
Q3 | $685K | Sell |
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|
2018
Q2 | $664K | Buy |
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|
2018
Q1 | $644K | Sell |
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|
2017
Q4 | $660K | Buy |
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