DWM
Defined Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,527
| Closed | -$289K | – | 100 |
|
|
2023
Q1 | $289K | Hold |
5,527
| – | – | 0.27% | 84 |
|
|
2022
Q4 | $263K | Hold |
5,527
| – | – | 0.25% | 88 |
|
|
2022
Q3 | $221K | Buy |
+5,527
| New | +$221K | 0.24% | 85 |
|
|
2022
Q2 | – | Sell |
-5,527
| Closed | -$308K | – | 90 |
|
|
2022
Q1 | $308K | Buy |
+5,527
| New | +$308K | 0.27% | 82 |
|
|
2021
Q1 | – | Sell |
-752
| Closed | -$34K | – | 117 |
|
|
2020
Q4 | $34K | Buy |
+752
| New | +$34K | 0.03% | 151 |
|