AWMS
Advocacy Wealth Management Services’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-729
| Closed | -$31K | – | 55 |
|
|
2022
Q3 | $31K | Hold |
729
| – | – | ﹤0.01% | 58 |
|
|
2022
Q2 | $31K | Buy |
729
+26
| +4% | +$1.11K | 0.01% | 64 |
|
|
2022
Q1 | $39K | Sell |
703
-19
| -3% | -$1.05K | 0.01% | 57 |
|
|
2021
Q4 | $46K | Hold |
722
| – | – | 0.01% | 57 |
|
|
2021
Q3 | $39K | Buy |
722
+168
| +30% | +$9.08K | 0.01% | 59 |
|
|
2021
Q2 | $29K | Sell |
554
-128
| -19% | -$6.7K | 0.01% | 91 |
|
|
2021
Q1 | $35K | Hold |
682
| – | – | 0.01% | 70 |
|
|
2020
Q4 | $31K | Buy |
682
+44
| +7% | +$2K | ﹤0.01% | 68 |
|
|
2020
Q3 | $25K | Sell |
638
-276
| -30% | -$10.8K | ﹤0.01% | 73 |
|
|
2020
Q2 | $43K | Sell |
914
-162
| -15% | -$7.62K | 0.01% | 54 |
|
|
2020
Q1 | $41K | Buy |
1,076
+203
| +23% | +$7.74K | 0.01% | 42 |
|
|
2019
Q4 | $42K | Sell |
873
-16
| -2% | -$770 | 0.01% | 54 |
|
|
2019
Q3 | $44K | Sell |
889
-165
| -16% | -$8.17K | 0.03% | 51 |
|
|
2019
Q2 | $58K | Hold |
1,054
| – | – | 0.04% | 39 |
|
|
2019
Q1 | $58K | Sell |
1,054
-203
| -16% | -$11.2K | 0.06% | 34 |
|
|
2018
Q4 | $54K | Hold |
1,257
| – | – | 0.04% | 33 |
|
|
2018
Q3 | $61K | Hold |
1,257
| – | – | 0.04% | 31 |
|
|
2018
Q2 | $54K | Buy |
1,257
+204
| +19% | +$8.76K | 0.04% | 34 |
|
|
2018
Q1 | $45K | Sell |
1,053
-74
| -7% | -$3.16K | 0.03% | 43 |
|
|
2017
Q4 | $43K | Sell |
1,127
-233
| -17% | -$8.89K | 0.03% | 57 |
|
|
2017
Q3 | $46K | Hold |
1,360
| – | – | 0.02% | 71 |
|
|
2017
Q2 | $43K | Hold |
1,360
| – | – | 0.02% | 82 |
|
|
2017
Q1 | $46K | Sell |
1,360
-32
| -2% | -$1.08K | 0.02% | 77 |
|
|
2016
Q4 | $42K | Sell |
1,392
-2,713
| -66% | -$81.9K | 0.01% | 84 |
|
|
2016
Q3 | $130K | Sell |
4,105
-480
| -10% | -$15.2K | 0.05% | 65 |
|
|
2016
Q2 | $131K | Sell |
4,585
-372
| -8% | -$10.6K | 0.07% | 87 |
|
|
2016
Q1 | $141K | Buy |
4,957
+1,140
| +30% | +$32.4K | 0.1% | 109 |
|
|
2015
Q4 | $104K | Buy |
+3,817
| New | +$104K | 0.12% | 119 |
|
|
2013
Q3 | $8K | Hold |
332
| – | – | 0.02% | 229 |
|
|
2013
Q2 | $8K | Buy |
+332
| New | +$8K | 0.03% | 185 |
|