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CSM icon

Sowell Financial Services’s ProShares Large Cap Core Plus CSM Stock Holding History

Sowell Financial Services’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
– Sell
-620
Closed -$30K – 983
2021
Q1
$30K Hold
620
– – ﹤0.01% 1864
2020
Q4
$26K Hold
620
– – ﹤0.01% 1627
2020
Q3
$24K Sell
620
-32
-5% -$1.21K ﹤0.01% 1475
2020
Q2
$23K Hold
652
– – ﹤0.01% 1414
2020
Q1
$19K Hold
652
– – ﹤0.01% 1408
2019
Q4
$25K Hold
652
– – ﹤0.01% 1347
2019
Q3
$23K Buy
+652
New +$23K ﹤0.01% 1225

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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