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

Wealth Effects’s Portfolio CSM Stock Details CSM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$245K	Buy
2025 Q2	–	Sell
2025 Q1	$204K	Hold
2024 Q4	$212K	Hold
2024 Q3	$209K	Buy
2022 Q2	–	Sell
2022 Q1	$226K	Buy
2021 Q4	$234K	Buy