BWM
Braver Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $3.47M | Buy |
114,967
+4,209
| +4% | +$127K | 0.56% | 54 |
|
|
2016
Q3 | $3.51M | Buy |
110,758
+65,409
| +144% | +$2.07M | 0.59% | 53 |
|
|
2016
Q2 | $1.3M | Sell |
45,349
-733
| -2% | -$21K | 0.22% | 70 |
|
|
2016
Q1 | $1.31M | Buy |
+46,082
| New | +$1.31M | 0.22% | 78 |
|
|
2015
Q2 | – | Sell |
-76,029
| Closed | -$2.09M | – | 85 |
|
|
2015
Q1 | $2.09M | Sell |
76,029
-2,429
| -3% | -$66.9K | 0.43% | 45 |
|
|
2014
Q4 | $2.18M | Buy |
78,458
+19,429
| +33% | +$540K | 0.45% | 37 |
|
|
2014
Q3 | $1.49M | Sell |
59,029
-12,414
| -17% | -$313K | 0.45% | 39 |
|
|
2014
Q2 | $1.78M | Buy |
71,443
+2,727
| +4% | +$67.8K | 0.46% | 36 |
|
|
2014
Q1 | $1.54M | Buy |
68,716
+1,200
| +2% | +$26.9K | 0.44% | 36 |
|
|
2013
Q4 | $1.51M | Sell |
67,516
-1,313
| -2% | -$29.4K | 0.52% | 35 |
|
|
2013
Q3 | $1.61M | Sell |
68,829
-2,176
| -3% | -$51K | 0.56% | 31 |
|
|
2013
Q2 | $1.73M | Buy |
+71,005
| New | +$1.73M | 0.79% | 24 |
|