BWP
Bernardo Wealth Planning’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,143
| Closed | -$217K | – | 93 |
|
|
2023
Q1 | $217K | Buy |
+4,143
| New | +$217K | 0.09% | 80 |
|
|
2021
Q1 | – | Sell |
-15,939
| Closed | -$713K | – | 95 |
|
|
2020
Q4 | $713K | Buy |
15,939
+328
| +2% | +$14.7K | 0.28% | 75 |
|
|
2020
Q3 | $614K | Buy |
15,611
+715
| +5% | +$28.1K | 0.28% | 74 |
|
|
2020
Q2 | $694K | Buy |
14,896
+582
| +4% | +$27.1K | 0.37% | 54 |
|
|
2020
Q1 | $562K | Buy |
14,314
+471
| +3% | +$18.5K | 0.39% | 63 |
|
|
2019
Q4 | $663K | Buy |
13,843
+93
| +0.7% | +$4.45K | 0.4% | 57 |
|
|
2019
Q3 | $679K | Sell |
13,750
-280
| -2% | -$13.8K | 0.49% | 45 |
|
|
2019
Q2 | $768K | Sell |
14,030
-86
| -0.6% | -$4.71K | 0.6% | 41 |
|
|
2019
Q1 | $762K | Sell |
14,116
-92
| -0.6% | -$4.97K | 0.6% | 42 |
|
|
2018
Q4 | $616K | Buy |
+14,208
| New | +$616K | 0.54% | 43 |
|