Toth Financial 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 | $13.8K | Hold |
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|
2025
Q2 | $12.7K | Hold |
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|
2025
Q1 | $11.5K | Hold |
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|
2024
Q4 | $11.9K | Hold |
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|
2024
Q3 | $11.8K | Sell |
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|
2024
Q2 | $30.4K | Hold |
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|
2024
Q1 | $29.8K | Hold |
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|
2023
Q4 | $26.8K | Hold |
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|
2023
Q3 | $23.9K | Hold |
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|
2023
Q2 | $25K | Sell |
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|
2023
Q1 | $39.7K | Hold |
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|
2022
Q4 | $37.4K | Hold |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $45K | Sell |
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|
2021
Q4 | $96K | Hold |
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|
2021
Q3 | $87K | Sell |
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|
2021
Q2 | $99K | Hold |
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|
2021
Q1 | $91K | Sell |
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|
2020
Q4 | $109K | Sell |
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|
2020
Q3 | $130K | Sell |
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|
2020
Q2 | $155K | Sell |
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|
2020
Q1 | $170K | Sell |
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|
2019
Q4 | $1.44M | Buy |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $894K | Buy |
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|
2018
Q4 | $720K | Sell |
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|
2018
Q3 | $893K | Sell |
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|
2018
Q2 | $897K | Buy |
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|
2018
Q1 | $862K | Buy |
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|
2017
Q4 | $842K | Buy |
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|
2017
Q3 | $731K | Buy |
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|
2017
Q2 | $623K | Buy |
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|
2017
Q1 | $510K | Buy |
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|
2016
Q4 | $468K | Buy |
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|
2016
Q3 | $332K | Sell |
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|
2016
Q2 | $356K | Sell |
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|
2016
Q1 | $357K | Sell |
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|
2015
Q4 | $390K | Sell |
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|
2015
Q3 | $429K | Buy |
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|
2015
Q2 | $452K | Buy |
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|
2015
Q1 | $366K | Buy |
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|
2014
Q4 | $254K | Buy |
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