CFA
Camarda Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
22,357
+2,673
| +14% | +$185K | 0.61% | 52 |
|
|
2025
Q1 | $1.21M | Buy |
+19,684
| New | +$1.21M | 0.55% | 52 |
|
|
2019
Q3 | – | Sell |
-1,456
| Closed | -$80K | – | 130 |
|
|
2019
Q2 | $80K | Sell |
1,456
-2,076
| -59% | -$114K | 0.16% | 56 |
|
|
2019
Q1 | $191K | Buy |
3,532
+1,045
| +42% | +$56.5K | 0.37% | 34 |
|
|
2018
Q4 | $108K | Sell |
2,487
-98
| -4% | -$4.26K | 0.13% | 60 |
|
|
2018
Q3 | $126K | Buy |
2,585
+2,185
| +546% | +$107K | 0.14% | 77 |
|
|
2018
Q2 | $17K | Sell |
400
-200
| -33% | -$8.5K | 0.02% | 158 |
|
|
2018
Q1 | $26K | Buy |
600
+400
| +200% | +$17.3K | 0.03% | 125 |
|
|
2017
Q4 | $8K | Sell |
200
-294
| -60% | -$11.8K | 0.01% | 157 |
|
|
2017
Q3 | $17K | Sell |
494
-17,601
| -97% | -$606K | 0.02% | 159 |
|
|
2017
Q2 | $566K | Sell |
18,095
-2,044
| -10% | -$63.9K | 0.61% | 44 |
|
|
2017
Q1 | $681K | Sell |
20,139
-26,293
| -57% | -$889K | 0.66% | 45 |
|
|
2016
Q4 | $1.4M | Sell |
46,432
-5,124
| -10% | -$155K | 0.95% | 46 |
|
|
2016
Q3 | $1.64M | Sell |
51,556
-6,210
| -11% | -$197K | 1% | 29 |
|
|
2016
Q2 | $1.66M | Buy |
57,766
+57,549
| +26,520% | +$1.65M | 1.05% | 25 |
|
|
2016
Q1 | $6K | Hold |
217
| – | – | ﹤0.01% | 211 |
|
|
2015
Q4 | $6K | Hold |
217
| – | – | ﹤0.01% | 205 |
|
|
2015
Q3 | $6K | Hold |
217
| – | – | ﹤0.01% | 148 |
|
|
2015
Q2 | $6K | Sell |
217
-4,147
| -95% | -$115K | ﹤0.01% | 189 |
|
|
2015
Q1 | $120K | Buy |
4,364
+2,894
| +197% | +$79.6K | 0.07% | 94 |
|
|
2014
Q4 | $41K | Hold |
1,470
| – | – | 0.03% | 137 |
|
|
2014
Q3 | $37K | Hold |
1,470
| – | – | 0.03% | 133 |
|
|
2014
Q2 | $37K | Sell |
1,470
-200
| -12% | -$5.03K | 0.03% | 142 |
|
|
2014
Q1 | $37K | Buy |
1,670
+1,270
| +318% | +$28.1K | 0.03% | 117 |
|
|
2013
Q4 | $9K | Sell |
400
-100
| -20% | -$2.25K | 0.01% | 132 |
|
|
2013
Q3 | $12K | Hold |
500
| – | – | 0.02% | 78 |
|
|
2013
Q2 | $12K | Buy |
+500
| New | +$12K | 0.01% | 149 |
|