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Sterling Financial Planning’s ProShares Large Cap Core Plus CSM Stock Holding History

Sterling Financial Planning’s Portfolio CSM Stock Details CSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-86
Closed -$9K – 165
2021
Q3 		$9K Hold
86
– – 0.01% 326
2021
Q2 		$9K Hold
86
– – 0.01% 307
2021
Q1 		$8K Buy
86
+1
+1% +$93 0.01% 286
2020
Q4 		$7K Buy
+85
New +$7K 0.01% 278