WBC
West Branch Capital’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 | $14.5K | Hold |
206
| – | – | ﹤0.01% | 235 |
|
|
2025
Q1 | $13.1K | Hold |
206
| – | – | ﹤0.01% | 260 |
|
|
2024
Q4 | $13.6K | Buy |
206
+1
| +0.5% | +$66 | ﹤0.01% | 247 |
|
|
2024
Q3 | $13.4K | Buy |
205
+1
| +0.5% | +$65 | ﹤0.01% | 252 |
|
|
2024
Q2 | $12.7K | Hold |
204
| – | – | ﹤0.01% | 254 |
|
|
2024
Q1 | $12.4K | Sell |
204
-119
| -37% | -$7.23K | 0.01% | 261 |
|
|
2023
Q4 | $17.7K | Hold |
323
| – | – | 0.01% | 232 |
|
|
2023
Q3 | $15.8K | Buy |
323
+1
| +0.3% | +$49 | 0.01% | 242 |
|
|
2023
Q2 | $16.4K | Hold |
322
| – | – | 0.01% | 245 |
|
|
2023
Q1 | $15.3K | Buy |
322
+1
| +0.3% | +$48 | 0.01% | 252 |
|
|
2022
Q4 | $14.4K | Buy |
321
+1
| +0.3% | +$45 | 0.01% | 253 |
|
|
2022
Q3 | $14K | Hold |
320
| – | – | 0.01% | 256 |
|
|
2022
Q2 | $14K | Hold |
320
| – | – | 0.01% | 250 |
|
|
2022
Q1 | $17K | Buy |
320
+120
| +60% | +$6.38K | 0.01% | 255 |
|
|
2021
Q4 | $22K | Hold |
200
| – | – | 0.01% | 257 |
|
|
2021
Q3 | $20K | Hold |
200
| – | – | 0.01% | 243 |
|
|
2021
Q2 | $20K | Buy |
+200
| New | +$20K | 0.01% | 248 |
|