EWM
Elmwood Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-183
| Closed | -$12K | – | 147 |
|
|
2021
Q4 | $12K | Buy |
+183
| New | +$12K | 0.01% | 277 |
|
|
2021
Q2 | $9K | Buy |
161
+100
| +164% | +$5.59K | ﹤0.01% | 260 |
|
|
2021
Q1 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 284 |
|
|
2020
Q3 | $3K | Hold |
61
| – | – | ﹤0.01% | 224 |
|
|
2020
Q2 | $3K | Sell |
61
-336
| -85% | -$16.5K | ﹤0.01% | 224 |
|
|
2020
Q1 | $17K | Buy |
+397
| New | +$17K | 0.02% | 167 |
|
|
2019
Q4 | – | Sell |
-397
| Closed | -$20K | – | 116 |
|
|
2019
Q3 | $20K | Hold |
397
| – | – | 0.02% | 143 |
|
|
2019
Q2 | $22K | Hold |
397
| – | – | 0.02% | 154 |
|
|
2019
Q1 | $21K | Hold |
397
| – | – | 0.02% | 154 |
|
|
2018
Q4 | $17K | Hold |
397
| – | – | 0.02% | 166 |
|
|
2018
Q3 | $19.3K | Hold |
397
| – | – | 0.02% | 170 |
|
|
2018
Q2 | $17.1K | Hold |
397
| – | – | 0.02% | 176 |
|
|
2018
Q1 | $17K | Buy |
+397
| New | +$17K | 0.02% | 167 |
|