BWP
Barlow Wealth Partners’s Cisco CSCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-9,329
| Closed | -$490K | – | 139 |
|
2024
Q3 | $490K | Sell |
9,329
-22
| -0.2% | -$1.16K | 0.06% | 89 |
|
2024
Q2 | $438K | Sell |
9,351
-1,939
| -17% | -$90.8K | 0.06% | 91 |
|
2024
Q1 | $547K | Buy |
11,290
+5
| +0% | +$242 | 0.07% | 81 |
|
2023
Q4 | $570K | Buy |
+11,285
| New | +$570K | 0.08% | 81 |
|