WealthSource Partners’s ProShares Large Cap Core Plus CSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,926
| Closed | -$219K | – | 577 |
|
|
2021
Q4 | $219K | Buy |
+3,926
| New | +$219K | 0.02% | 499 |
|
|
2020
Q1 | – | Sell |
-14,084
| Closed | -$544K | – | 353 |
|
|
2019
Q4 | $544K | Sell |
14,084
-590
| -4% | -$22.8K | 0.07% | 212 |
|
|
2019
Q3 | $520K | Hold |
14,674
| – | – | 0.08% | 230 |
|
|
2019
Q2 | $517K | Buy |
+14,674
| New | +$517K | 0.08% | 232 |
|