WE
Wealth Effects’s ProShares Large Cap Core Plus CSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,203
| Closed | -$204K | – | 207 |
|
|
2025
Q1 | $204K | Hold |
3,203
| – | – | 0.09% | 179 |
|
|
2024
Q4 | $212K | Hold |
3,203
| – | – | 0.08% | 194 |
|
|
2024
Q3 | $209K | Buy |
+3,203
| New | +$209K | 0.07% | 193 |
|
|
2022
Q2 | – | Sell |
-4,203
| Closed | -$226K | – | 196 |
|
|
2022
Q1 | $226K | Buy |
4,203
+2,102
| +100% | +$113K | 0.11% | 173 |
|
|
2021
Q4 | $234K | Buy |
+2,101
| New | +$234K | 0.1% | 183 |
|