BBWA
Bell & Brown Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-23,214
| Closed | -$1.1M | – | 70 |
|
|
2020
Q2 | $1.1M | Sell |
23,214
-244
| -1% | -$11.6K | 0.86% | 41 |
|
|
2020
Q1 | $1M | Sell |
23,458
-776
| -3% | -$33.1K | 0.93% | 39 |
|
|
2019
Q4 | $1.16M | Buy |
24,234
+806
| +3% | +$38.7K | 0.87% | 48 |
|
|
2019
Q3 | $1.12M | Buy |
23,428
+205
| +0.9% | +$9.77K | 0.92% | 47 |
|
|
2019
Q2 | $1.27M | Buy |
23,223
+63
| +0.3% | +$3.45K | 1.12% | 39 |
|
|
2019
Q1 | $1.25M | Buy |
23,160
+147
| +0.6% | +$7.93K | 1.14% | 35 |
|
|
2018
Q4 | $997K | Buy |
23,013
+221
| +1% | +$9.57K | 1.07% | 40 |
|
|
2018
Q3 | $1.04M | Buy |
22,792
+348
| +2% | +$15.9K | 0.97% | 43 |
|
|
2018
Q2 | $966K | Buy |
22,444
+259
| +1% | +$11.1K | 0.95% | 43 |
|
|
2018
Q1 | $979K | Sell |
22,185
-180
| -0.8% | -$7.94K | 1.03% | 42 |
|
|
2017
Q4 | $857K | Buy |
+22,365
| New | +$857K | 0.89% | 49 |
|