CPFP
Clear Perspectives Financial Planning’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $18K | Hold |
345
| – | – | 0.01% | 117 |
|
|
2022
Q4 | $16.4K | Hold |
345
| – | – | 0.01% | 130 |
|
|
2022
Q3 | $14K | Sell |
345
-126
| -27% | -$5.11K | 0.01% | 134 |
|
|
2022
Q2 | $20K | Sell |
471
-874
| -65% | -$37.1K | 0.01% | 125 |
|
|
2022
Q1 | $75K | Hold |
1,345
| – | – | 0.03% | 80 |
|
|
2021
Q4 | $85K | Hold |
1,345
| – | – | 0.03% | 81 |
|
|
2021
Q3 | $73K | Hold |
1,345
| – | – | 0.03% | 85 |
|
|
2021
Q2 | $71K | Hold |
1,345
| – | – | 0.03% | 87 |
|
|
2021
Q1 | $70K | Hold |
1,345
| – | – | 0.04% | 77 |
|
|
2020
Q4 | $60K | Buy |
+1,345
| New | +$60K | 0.04% | 82 |
|