BFA
BMS Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $445K | Sell |
8,595
-3,431
| -29% | -$178K | 0.29% | 54 |
|
|
2023
Q1 | $629K | Buy |
12,026
+1,058
| +10% | +$55.3K | 0.43% | 45 |
|
|
2022
Q4 | $523K | Sell |
10,968
-1,098
| -9% | -$52.3K | 0.35% | 52 |
|
|
2022
Q3 | $483K | Sell |
12,066
-569
| -5% | -$22.8K | 0.34% | 62 |
|
|
2022
Q2 | $539K | Buy |
12,635
+634
| +5% | +$27K | 0.35% | 51 |
|
|
2022
Q1 | $669K | Buy |
12,001
+398
| +3% | +$22.2K | 0.43% | 43 |
|
|
2021
Q4 | $735K | Buy |
+11,603
| New | +$735K | 0.47% | 37 |
|