BWA
BlueSky Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,143
| Closed | -$226K | – | 70 |
|
|
2021
Q3 | $226K | Buy |
4,143
+19
| +0.5% | +$1.04K | 0.04% | 62 |
|
|
2021
Q2 | $222K | Hold |
4,124
| – | – | 0.04% | 61 |
|
|
2021
Q1 | $213K | Buy |
+4,124
| New | +$213K | 0.05% | 56 |
|
|
2020
Q4 | – | Sell |
-6,017
| Closed | -$240K | – | 50 |
|
|
2020
Q3 | $240K | Sell |
6,017
-42
| -0.7% | -$1.68K | 0.06% | 46 |
|
|
2020
Q2 | $283K | Buy |
6,059
+729
| +14% | +$34.1K | 0.08% | 42 |
|
|
2020
Q1 | $210K | Sell |
5,330
-115
| -2% | -$4.53K | 0.08% | 49 |
|
|
2019
Q4 | $258K | Sell |
5,445
-577
| -10% | -$27.3K | 0.08% | 58 |
|
|
2019
Q3 | $282K | Hold |
6,022
| – | – | 0.1% | 53 |
|
|
2019
Q2 | $330K | Sell |
6,022
-25
| -0.4% | -$1.37K | 0.12% | 54 |
|
|
2019
Q1 | $334K | Buy |
6,047
+200
| +3% | +$11K | 0.12% | 50 |
|
|
2018
Q4 | $266K | Buy |
+5,847
| New | +$266K | 0.1% | 53 |
|