Waterfront Wealth’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 | $8.07M | Buy |
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|
2025
Q2 | $7.13M | Buy |
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|
2025
Q1 | $6.43M | Sell |
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|
2024
Q4 | $6.84M | Sell |
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|
2024
Q3 | $6.84M | Buy |
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|
2024
Q2 | $6.13M | Sell |
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|
2024
Q1 | $6.15M | Sell |
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|
2023
Q4 | $5.96M | Sell |
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|
2023
Q3 | $5.25M | Buy |
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|
2023
Q2 | $5.37M | Buy |
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|
2023
Q1 | $4.62M | Sell |
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|
2022
Q4 | $4.73M | Sell |
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|
2022
Q3 | $4.67M | Sell |
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|
2022
Q2 | $4.73M | Buy |
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|
2022
Q1 | $5.62M | Sell |
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|
2021
Q4 | $6.09M | Buy |
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|
2021
Q3 | $5.45M | Sell |
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|
2021
Q2 | $5.86M | Sell |
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|
2021
Q1 | $5.5M | Buy |
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|
2020
Q4 | $4.93M | Buy |
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