ACWM
Adams Chetwood Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.18M | Sell |
21,233
-761
| -3% | -$42.4K | 0.67% | 29 |
|
|
2021
Q4 | $1.39M | Buy |
21,994
+3
| +0% | +$190 | 0.95% | 26 |
|
|
2021
Q3 | $1.2M | Sell |
21,991
-410
| -2% | -$22.3K | 0.87% | 27 |
|
|
2021
Q2 | $1.19M | Buy |
22,401
+195
| +0.9% | +$10.3K | 0.84% | 27 |
|
|
2021
Q1 | $1.15M | Buy |
22,206
+364
| +2% | +$18.8K | 0.87% | 26 |
|
|
2020
Q4 | $977K | Buy |
21,842
+1,654
| +8% | +$74K | 0.81% | 25 |
|
|
2020
Q3 | $795K | Buy |
20,188
+603
| +3% | +$23.7K | 0.77% | 30 |
|
|
2020
Q2 | $913K | Hold |
19,585
| – | – | 0.93% | 21 |
|
|
2020
Q1 | $842K | Buy |
19,585
+7,947
| +68% | +$342K | 0.99% | 21 |
|
|
2019
Q4 | $558K | Buy |
+11,638
| New | +$558K | 0.57% | 34 |
|