Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $215K | Hold |
|
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $210K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $245K | Hold |
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|
2021
Q3 | $220K | Hold |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $201K | Buy |
|