WRPWM
Werba Rubin Papier Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
3,464
| – | – | 0.05% | 183 |
|
|
2025
Q1 | $221K | Hold |
3,464
| – | – | 0.05% | 169 |
|
|
2024
Q4 | $229K | Hold |
3,464
| – | – | 0.05% | 161 |
|
|
2024
Q3 | $226K | Hold |
3,464
| – | – | 0.05% | 162 |
|
|
2024
Q2 | $215K | Hold |
3,464
| – | – | 0.06% | 153 |
|
|
2024
Q1 | $210K | Buy |
+3,464
| New | +$210K | 0.06% | 138 |
|