CPA
Clear Perspective Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $991K | Buy |
15,643
+537
| +4% | +$34K | 0.3% | 59 |
|
|
2021
Q3 | $822K | Buy |
15,106
+582
| +4% | +$31.7K | 0.28% | 65 |
|
|
2021
Q2 | $770K | Sell |
14,524
-79
| -0.5% | -$4.19K | 0.27% | 68 |
|
|
2021
Q1 | $755K | Buy |
14,603
+1,815
| +14% | +$93.8K | 0.3% | 68 |
|
|
2020
Q4 | $572K | Sell |
12,788
-510
| -4% | -$22.8K | 0.23% | 79 |
|
|
2020
Q3 | $36.6K | Buy |
13,298
+1,420
| +12% | +$3.91K | 17.18% | 1 |
|
|
2020
Q2 | $554K | Sell |
11,878
-2,132
| -15% | -$99.4K | 0.3% | 59 |
|
|
2020
Q1 | $551K | Buy |
14,010
+752
| +6% | +$29.6K | 0.37% | 57 |
|
|
2019
Q4 | $636K | Buy |
13,258
+1,055
| +9% | +$50.6K | 0.39% | 61 |
|
|
2019
Q3 | $603K | Hold |
12,203
| – | – | 0.27% | 74 |
|
|
2019
Q2 | $668K | Sell |
12,203
-70
| -0.6% | -$3.83K | 0.43% | 60 |
|
|
2019
Q1 | $693K | Buy |
12,273
+2,000
| +19% | +$113K | 0.49% | 54 |
|
|
2018
Q4 | $445K | Buy |
10,273
+1,000
| +11% | +$43.3K | 0.37% | 83 |
|
|
2018
Q3 | $451K | Sell |
9,273
-35
| -0.4% | -$1.7K | 0.33% | 87 |
|
|
2018
Q2 | $401K | Hold |
9,308
| – | – | 0.28% | 92 |
|
|
2018
Q1 | $399K | Buy |
9,308
+102
| +1% | +$4.37K | 0.3% | 84 |
|
|
2017
Q4 | $353K | Buy |
9,206
+100
| +1% | +$3.83K | 0.27% | 95 |
|
|
2017
Q3 | $306K | Buy |
9,106
+200
| +2% | +$6.72K | 0.25% | 101 |
|
|
2017
Q2 | $279K | Buy |
8,906
+793
| +10% | +$24.8K | 0.23% | 102 |
|
|
2017
Q1 | $274K | Sell |
8,113
-7,100
| -47% | -$240K | 0.18% | 101 |
|
|
2016
Q4 | $460K | Buy |
+15,213
| New | +$460K | 0.31% | 74 |
|