AFWA
Ancora Family Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $976K | Buy |
30,776
+7,421
| +32% | +$235K | 0.33% | 85 |
|
|
2016
Q2 | $670K | Sell |
23,355
-4,276
| -15% | -$123K | 0.25% | 101 |
|
|
2016
Q1 | $787K | Sell |
27,631
-998
| -3% | -$28.4K | 0.32% | 93 |
|
|
2015
Q4 | $777K | Sell |
28,629
-13,155
| -31% | -$357K | 0.33% | 94 |
|
|
2015
Q3 | $1.1M | Buy |
+41,784
| New | +$1.1M | 0.46% | 68 |
|