Total Clarity Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,030
| Closed | -$46K | – | 365 |
|
|
2022
Q2 | $46K | Buy |
+1,030
| New | +$46K | 0.02% | 424 |
|
|
2022
Q1 | – | Sell |
-1,030
| Closed | -$57K | – | 351 |
|
|
2021
Q4 | $57K | Hold |
1,030
| – | – | 0.03% | 379 |
|
|
2021
Q3 | $52K | Buy |
+1,030
| New | +$52K | 0.02% | 398 |
|
|
2021
Q2 | – | Sell |
-1,030
| Closed | -$47K | – | 300 |
|
|
2021
Q1 | $47K | Buy |
+1,030
| New | +$47K | 0.03% | 344 |
|
|
2020
Q1 | – | Sell |
-2,166
| Closed | -$84K | – | 192 |
|
|
2019
Q4 | $84K | Buy |
+2,166
| New | +$84K | 0.06% | 200 |
|