West Branch Capital’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
Q2 | $14.5K | Hold |
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|
2025
Q1 | $13.1K | Hold |
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|
2024
Q4 | $13.6K | Buy |
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|
2024
Q3 | $13.4K | Buy |
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|
2024
Q2 | $12.7K | Hold |
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|
2024
Q1 | $12.4K | Sell |
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|
2023
Q4 | $17.7K | Hold |
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|
2023
Q3 | $15.8K | Buy |
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|
2023
Q2 | $16.4K | Hold |
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|
2023
Q1 | $15.3K | Buy |
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|
2022
Q4 | $14.4K | Buy |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $17K | Sell |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $20K | Hold |
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|
2021
Q2 | $20K | Buy |
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