AWM
Avondale Wealth Management’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-633
| Closed | -$34K | – | 106 |
|
2021
Q2 | $34K | Hold |
633
| – | – | 0.03% | 80 |
|
2021
Q1 | $33K | Hold |
633
| – | – | 0.03% | 76 |
|
2020
Q4 | $28K | Hold |
633
| – | – | 0.03% | 71 |
|
2020
Q3 | $25K | Sell |
633
-371
| -37% | -$14.7K | 0.04% | 68 |
|
2020
Q2 | $47K | Hold |
1,004
| – | – | 0.07% | 39 |
|
2020
Q1 | $39K | Buy |
1,004
+707
| +238% | +$27.5K | 0.06% | 41 |
|
2019
Q4 | $14K | Hold |
297
| – | – | 0.02% | 84 |
|
2019
Q3 | $15K | Hold |
297
| – | – | 0.02% | 80 |
|
2019
Q2 | $16K | Hold |
297
| – | – | 0.01% | 86 |
|
2019
Q1 | $16K | Hold |
297
| – | – | 0.01% | 83 |
|
2018
Q4 | $13K | Hold |
297
| – | – | 0.01% | 86 |
|
2018
Q3 | $14K | Hold |
297
| – | – | 0.01% | 81 |
|
2018
Q2 | $13K | Hold |
297
| – | – | 0.01% | 80 |
|
2018
Q1 | $12K | Hold |
297
| – | – | 0.01% | 86 |
|
2017
Q4 | $11K | Buy |
+297
| New | +$11K | 0.01% | 92 |
|