EWM
Elite Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-300
| Closed | -$8K | – | 155 |
|
|
2014
Q3 | $8K | Hold |
300
| – | – | 0.01% | 204 |
|
|
2014
Q2 | $7K | Sell |
300
-30
| -9% | -$700 | 0.01% | 232 |
|
|
2014
Q1 | $7K | Sell |
330
-3,924
| -92% | -$83.2K | 0.01% | 254 |
|
|
2013
Q4 | $95K | Buy |
4,254
+1,011
| +31% | +$22.6K | 0.07% | 105 |
|
|
2013
Q3 | $76K | Sell |
3,243
-6,215
| -66% | -$146K | 0.07% | 140 |
|
|
2013
Q2 | $230K | Buy |
+9,458
| New | +$230K | 0.34% | 39 |
|