WealthPLAN 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 | $470K | Buy |
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|
2025
Q2 | $432K | Buy |
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|
2025
Q1 | $390K | Hold |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $473K | Buy |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $476K | Sell |
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|
2023
Q4 | $429K | Sell |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $549K | Sell |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | $511K | Buy |
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|
2022
Q1 | $573K | Sell |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $477K | Sell |
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|
2021
Q2 | $571K | Buy |
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|
2021
Q1 | $531K | Buy |
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|
2020
Q4 | $453K | Buy |
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|
2020
Q3 | $402K | Hold |
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|
2020
Q2 | $392K | Hold |
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|
2020
Q1 | $330K | Sell |
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|
2019
Q4 | $447K | Buy |
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