CFA
CT Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $687K | Sell |
20,312
-967
| -5% | -$32.7K | 0.42% | 61 |
|
|
2016
Q4 | $643K | Sell |
21,279
-1,453
| -6% | -$43.9K | 0.41% | 66 |
|
|
2016
Q3 | $721K | Sell |
22,732
-50
| -0.2% | -$1.59K | 0.44% | 57 |
|
|
2016
Q2 | $654K | Buy |
22,782
+2,059
| +10% | +$59.1K | 0.4% | 63 |
|
|
2016
Q1 | $590K | Buy |
20,723
+705
| +4% | +$20.1K | 0.33% | 78 |
|
|
2015
Q4 | $544K | Buy |
20,018
+1,753
| +10% | +$47.6K | 0.31% | 80 |
|
|
2015
Q3 | $479K | Buy |
18,265
+504
| +3% | +$13.2K | 0.3% | 83 |
|
|
2015
Q2 | $488K | Buy |
17,761
+685
| +4% | +$18.8K | 0.28% | 92 |
|
|
2015
Q1 | $470K | Buy |
17,076
+700
| +4% | +$19.3K | 0.26% | 94 |
|
|
2014
Q4 | $455K | Buy |
+16,376
| New | +$455K | 0.34% | 71 |
|
|
2014
Q1 | $470K | Buy |
+17,076
| New | +$470K | 0.26% | 94 |
|