AWM
Arbor Wealth Management’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $264K | Buy |
+4,171
| New | +$264K | 0.06% | 51 |
|
2019
Q3 | – | Sell |
-1,568
| Closed | -$86K | – | 78 |
|
2019
Q2 | $86K | Buy |
1,568
+1,030
| +191% | +$56.5K | 0.05% | 68 |
|
2019
Q1 | $29K | Buy |
538
+165
| +44% | +$8.89K | 0.02% | 94 |
|
2018
Q4 | $16K | Buy |
+373
| New | +$16K | 0.01% | 103 |
|
2016
Q1 | – | Sell |
-20,495
| Closed | -$466K | – | 75 |
|
2015
Q4 | $466K | Buy |
+20,495
| New | +$466K | 0.51% | 51 |
|