FWM
FFT Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$279K | – | 52 |
|
|
2022
Q1 | $279K | Hold |
5,000
| – | – | 0.03% | 50 |
|
|
2021
Q4 | $317K | Sell |
5,000
-1,908
| -28% | -$121K | 0.03% | 46 |
|
|
2021
Q3 | $376K | Buy |
6,908
+125
| +2% | +$6.8K | 0.04% | 59 |
|
|
2021
Q2 | $359K | Buy |
+6,783
| New | +$359K | 0.08% | 37 |
|