AWM
Alterna Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,800
| Closed | -$300K | – | 82 |
|
|
2023
Q2 | $300K | Buy |
5,800
+76
| +1% | +$3.93K | 0.35% | 58 |
|
|
2023
Q1 | $299K | Buy |
+5,724
| New | +$299K | 0.38% | 55 |
|
|
2020
Q4 | $222K | Buy |
+4,950
| New | +$222K | 0.28% | 72 |
|
|
2020
Q3 | – | Sell |
-4,950
| Closed | -$231K | – | 95 |
|
|
2020
Q2 | $231K | Buy |
+4,950
| New | +$231K | 0.28% | 85 |
|
|
2019
Q1 | – | Sell |
-47,238
| Closed | -$1.48M | – | 159 |
|
|
2018
Q4 | $1.48M | Buy |
+47,238
| New | +$1.48M | 0.24% | 70 |
|