SFPG
Stonebridge Financial Planning Group’s ProShares Large Cap Core Plus CSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,087
| Closed | -$162K | – | 157 |
|
|
2021
Q4 | $162K | Buy |
3,087
+1,543
| +100% | +$81K | 0.09% | 135 |
|
|
2021
Q3 | $167K | Hold |
1,544
| – | – | 0.08% | 134 |
|
|
2021
Q2 | $156K | Hold |
1,544
| – | – | 0.08% | 133 |
|
|
2021
Q1 | $146K | Sell |
1,544
-200
| -11% | -$18.9K | 0.09% | 128 |
|
|
2020
Q4 | $147K | Buy |
1,744
+2
| +0.1% | +$169 | 0.09% | 118 |
|
|
2020
Q3 | $137K | Buy |
1,742
+1
| +0.1% | +$79 | 0.1% | 112 |
|
|
2020
Q2 | $124K | Sell |
1,741
-418
| -19% | -$29.8K | 0.11% | 116 |
|
|
2020
Q1 | $136K | Buy |
2,159
+3
| +0.1% | +$189 | 0.14% | 99 |
|
|
2019
Q4 | $166K | Buy |
+2,156
| New | +$166K | 0.15% | 100 |
|