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Sugarloaf Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Sugarloaf Wealth Management’s Portfolio CSM Stock Details CSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-96
Closed -$3K – 677
2020
Q2 		$3K Sell
96
-52
-35% -$1.63K ﹤0.01% 564
2020
Q1 		$4K Hold
148
– – ﹤0.01% 531
2019
Q4 		$6K Buy
+148
New +$6K ﹤0.01% 510