CWM
CMH Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-52,180
| Closed | -$2.43M | – | 50 |
|
|
2020
Q2 | $2.43M | Sell |
52,180
-1,995
| -4% | -$93.1K | 1.16% | 34 |
|
|
2020
Q1 | $2.13M | Sell |
54,175
-3,145
| -5% | -$124K | 1.24% | 37 |
|
|
2019
Q4 | $2.75M | Buy |
57,320
+345
| +0.6% | +$16.5K | 1.41% | 31 |
|
|
2019
Q3 | $2.82M | Buy |
56,975
+1,295
| +2% | +$64K | 1.59% | 27 |
|
|
2019
Q2 | $3.05M | Sell |
55,680
-1,855
| -3% | -$102K | 1.79% | 23 |
|
|
2019
Q1 | $3.11M | Buy |
57,535
+875
| +2% | +$47.2K | 1.88% | 18 |
|
|
2018
Q4 | $2.46M | Buy |
56,660
+2,470
| +5% | +$107K | 1.48% | 25 |
|
|
2018
Q3 | $2.65M | Buy |
54,190
+7,500
| +16% | +$366K | 1.39% | 24 |
|
|
2018
Q2 | $2M | Buy |
46,690
+4,785
| +11% | +$205K | 1.14% | 35 |
|
|
2018
Q1 | $1.72M | Buy |
+41,905
| New | +$1.72M | 1.16% | 32 |
|