CWM
Catamount Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $0 | Sell |
8
-111
| -93% | – | ﹤0.01% | 191 |
|
|
2018
Q4 | $6K | Buy |
+119
| New | +$6K | ﹤0.01% | 149 |
|
|
2018
Q2 | – | Sell |
-330
| Closed | -$14K | – | 187 |
|
|
2018
Q1 | $14K | Hold |
330
| – | – | 0.01% | 125 |
|
|
2017
Q4 | $13K | Hold |
330
| – | – | 0.01% | 124 |
|
|
2017
Q3 | $11K | Hold |
330
| – | – | 0.01% | 129 |
|
|
2017
Q2 | $10K | Hold |
330
| – | – | 0.01% | 131 |
|
|
2017
Q1 | $11K | Hold |
330
| – | – | 0.01% | 132 |
|
|
2016
Q4 | $10K | Hold |
330
| – | – | 0.01% | 120 |
|
|
2016
Q3 | $10K | Hold |
330
| – | – | 0.01% | 111 |
|
|
2016
Q2 | $9K | Hold |
330
| – | – | 0.01% | 98 |
|
|
2016
Q1 | $9K | Buy |
+330
| New | +$9K | 0.01% | 96 |
|
|
2015
Q3 | – | Sell |
-1,325
| Closed | -$36K | – | 152 |
|
|
2015
Q2 | $36K | Buy |
+1,325
| New | +$36K | 0.03% | 76 |
|