AWS
Aris Wealth Services’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $18K | Sell |
690
-36,261
| -98% | -$946K | 0.04% | 181 |
|
|
2015
Q2 | $1.02M | Buy |
36,951
+1,744
| +5% | +$47.9K | 0.93% | 24 |
|
|
2015
Q1 | $969K | Buy |
35,207
+10,167
| +41% | +$280K | 0.9% | 24 |
|
|
2014
Q4 | $696K | Buy |
25,040
+412
| +2% | +$11.5K | 0.78% | 46 |
|
|
2014
Q3 | $620K | Buy |
24,628
+1,409
| +6% | +$35.5K | 0.77% | 44 |
|
|
2014
Q2 | $577K | Buy |
23,219
+1,301
| +6% | +$32.3K | 0.75% | 41 |
|
|
2014
Q1 | $491K | Sell |
21,918
-2,496
| -10% | -$55.9K | 0.72% | 50 |
|
|
2013
Q4 | $548K | Sell |
24,414
-331
| -1% | -$7.43K | 0.92% | 31 |
|
|
2013
Q3 | $580K | Buy |
24,745
+3,895
| +19% | +$91.3K | 1.06% | 25 |
|
|
2013
Q2 | $507K | Buy |
+20,850
| New | +$507K | 1.08% | 21 |
|