EWA
Evolution Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-517
| Closed | -$28K | – | 265 |
|
|
2021
Q3 | $28K | Buy |
517
+305
| +144% | +$16.5K | 0.01% | 278 |
|
|
2021
Q2 | $11K | Sell |
212
-121
| -36% | -$6.28K | ﹤0.01% | 389 |
|
|
2021
Q1 | $17K | Sell |
333
-24
| -7% | -$1.23K | ﹤0.01% | 322 |
|
|
2020
Q4 | $16K | Sell |
357
-685
| -66% | -$30.7K | ﹤0.01% | 288 |
|
|
2020
Q3 | $41K | Sell |
1,042
-314
| -23% | -$12.4K | 0.01% | 198 |
|
|
2020
Q2 | $63K | Buy |
1,356
+329
| +32% | +$15.3K | 0.02% | 131 |
|
|
2020
Q1 | $40K | Sell |
1,027
-1,385
| -57% | -$53.9K | 0.02% | 122 |
|
|
2019
Q4 | $116K | Buy |
2,412
+2,360
| +4,538% | +$113K | 0.03% | 98 |
|
|
2019
Q3 | $3K | Sell |
52
-547
| -91% | -$31.6K | ﹤0.01% | 354 |
|
|
2019
Q2 | $33K | Buy |
+599
| New | +$33K | 0.01% | 98 |
|
|
2019
Q1 | – | Sell |
-4,243
| Closed | -$184K | – | 108 |
|
|
2018
Q4 | $184K | Buy |
+4,243
| New | +$184K | 0.08% | 59 |
|