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Wetzel Investment Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

Wetzel Investment Advisors’s Portfolio CSM Stock Details CSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,330
Closed -$142K – 276
2024
Q2 		$142K Hold
2,330
– – 0.08% 145
2024
Q1 		$134K Hold
2,330
– – 0.08% 153
2023
Q4 		$128K Buy
+2,330
New +$128K 0.08% 154