WIM

WealthPlan Investment Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,361	Closed	-$510K	–	465
2022 Q4	$510K	Buy	10,361 +14	+0.1%	+$689	0.04%	251
2022 Q3	$480K	Buy	+10,347	New	+$480K	0.04%	248
2022 Q1	$573K	Buy	+11,568	New	+$573K	0.04%	233