BCA
Berman Capital Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.28M | Buy |
23,531
+3,568
| +18% | +$194K | 0.2% | 62 |
|
|
2021
Q2 | $1.06M | Buy |
19,963
+2,971
| +17% | +$157K | 0.17% | 66 |
|
|
2021
Q1 | $878K | Buy |
16,992
+3,331
| +24% | +$172K | 0.18% | 62 |
|
|
2020
Q4 | $610K | Sell |
13,661
-1,247
| -8% | -$55.7K | 0.15% | 76 |
|
|
2020
Q3 | $585K | Sell |
14,908
-1,513
| -9% | -$59.4K | 0.17% | 65 |
|
|
2020
Q2 | $765K | Buy |
16,421
+868
| +6% | +$40.4K | 0.2% | 55 |
|
|
2020
Q1 | $609K | Sell |
15,553
-465
| -3% | -$18.2K | 0.2% | 58 |
|
|
2019
Q4 | $767K | Buy |
16,018
+106
| +0.7% | +$5.08K | 0.22% | 52 |
|
|
2019
Q3 | $785K | Sell |
15,912
-890
| -5% | -$43.9K | 0.24% | 44 |
|
|
2019
Q2 | $919K | Buy |
16,802
+1,286
| +8% | +$70.3K | 0.29% | 39 |
|
|
2019
Q1 | $837K | Buy |
15,516
+605
| +4% | +$32.6K | 0.28% | 41 |
|
|
2018
Q4 | $645K | Buy |
14,911
+6,186
| +71% | +$268K | 0.25% | 43 |
|
|
2018
Q3 | $424K | Sell |
8,725
-170
| -2% | -$8.26K | 0.18% | 61 |
|
|
2018
Q2 | $383K | Buy |
8,895
+602
| +7% | +$25.9K | 0.13% | 72 |
|
|
2018
Q1 | $356K | Buy |
8,293
+2,488
| +43% | +$107K | 0.14% | 73 |
|
|
2017
Q4 | $222K | Buy |
+5,805
| New | +$222K | 0.07% | 94 |
|