CWA
Cypress Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $738K | Sell |
13,667
-531
| -4% | -$28.7K | 0.84% | 40 |
|
|
2018
Q4 | $615K | Hold |
14,198
| – | – | 0.84% | 38 |
|
|
2018
Q3 | $691K | Sell |
14,198
-358
| -2% | -$17.4K | 0.73% | 43 |
|
|
2018
Q2 | $626K | Buy |
14,556
+358
| +3% | +$15.4K | 0.68% | 46 |
|
|
2018
Q1 | $609K | Hold |
14,198
| – | – | 0.66% | 50 |
|
|
2017
Q4 | $544K | Sell |
14,198
-4,110
| -22% | -$157K | 0.52% | 55 |
|
|
2017
Q3 | $616K | Sell |
18,308
-6,292
| -26% | -$212K | 1% | 28 |
|
|
2017
Q2 | $770K | Sell |
24,600
-23,350
| -49% | -$731K | 0.9% | 31 |
|
|
2017
Q1 | $1.62M | Buy |
47,950
+273
| +0.6% | +$9.23K | 0.74% | 32 |
|
|
2016
Q4 | $1.44M | Buy |
47,677
+364
| +0.8% | +$11K | 0.66% | 37 |
|
|
2016
Q3 | $1.5M | Buy |
47,313
+1,238
| +3% | +$39.3K | 0.68% | 35 |
|
|
2016
Q2 | $1.32M | Buy |
46,075
+145
| +0.3% | +$4.16K | 0.65% | 38 |
|
|
2016
Q1 | $1.31M | Buy |
45,930
+1,518
| +3% | +$43.2K | 0.6% | 39 |
|
|
2015
Q4 | $1.21M | Hold |
44,412
| – | – | 0.61% | 36 |
|
|
2015
Q3 | $1.17M | Buy |
44,412
+4,319
| +11% | +$113K | 0.63% | 36 |
|
|
2015
Q2 | $1.1M | Buy |
+40,093
| New | +$1.1M | 0.64% | 45 |
|