Steward Partners Investment Advisory’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
Q3 | $650K | Sell |
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|
2025
Q2 | $617K | Sell |
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|
2025
Q1 | $576K | Buy |
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|
2024
Q4 | $486K | Buy |
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|
2024
Q3 | $353K | Buy |
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|
2024
Q2 | $241K | Buy |
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|
2024
Q1 | $231K | Buy |
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|
2023
Q4 | $148K | Hold |
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|
2023
Q3 | $132K | Sell |
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|
2023
Q2 | $151K | Hold |
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|
2023
Q1 | $141K | Hold |
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|
2022
Q4 | $132K | Sell |
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|
2022
Q3 | $131K | Hold |
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|
2022
Q2 | $138K | Hold |
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|
2022
Q1 | $167K | Hold |
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|
2021
Q4 | $173K | Hold |
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|
2021
Q3 | $155K | Sell |
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|
2021
Q2 | $159K | Sell |
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|
2021
Q1 | $382K | Buy |
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|
2020
Q4 | $135K | Buy |
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|
2020
Q3 | $84K | Sell |
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|
2020
Q2 | $82K | Hold |
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|
2020
Q1 | $68K | Hold |
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|
2019
Q4 | $88K | Buy |
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|
2019
Q3 | $67K | Hold |
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|
2019
Q2 | $66K | Buy |
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