Wealthcare Advisory Partners’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 | $339K | Sell |
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|
2025
Q2 | $313K | Sell |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $299K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $289K | Buy |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $256K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $28K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $18K | Buy |
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|
2019
Q4 | $23K | Buy |
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|
2019
Q3 | $21K | Buy |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $20K | Buy |
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|
2018
Q4 | $18K | Buy |
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|
2018
Q3 | $21K | Hold |
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|
2018
Q2 | $20K | Buy |
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|
2018
Q1 | $19K | Buy |
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|
2017
Q4 | $19K | Buy |
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|
2017
Q3 | $18K | Buy |
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