CWM
Campbell Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,649
| Closed | -$221K | – | 73 |
|
|
2024
Q2 | $221K | Buy |
4,649
+419
| +10% | +$19.9K | 0.07% | 44 |
|
|
2024
Q1 | $211K | Buy |
+4,230
| New | +$211K | 0.02% | 89 |
|
|
2020
Q3 | – | Sell |
-1,716
| Closed | -$80K | – | 121 |
|
|
2020
Q2 | $80K | Buy |
+1,716
| New | +$80K | 0.01% | 106 |
|