FWM
Filbrandt Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $238K | Sell |
4,381
-933
| -18% | -$50.7K | 0.14% | 36 |
|
|
2021
Q2 | $282K | Buy |
5,314
+21
| +0.4% | +$1.11K | 0.16% | 30 |
|
|
2021
Q1 | $274K | Buy |
5,293
+2,972
| +128% | +$154K | 0.17% | 29 |
|
|
2020
Q4 | $104K | Sell |
2,321
-300
| -11% | -$13.4K | 0.07% | 53 |
|
|
2020
Q3 | $103K | Sell |
2,621
-2,137
| -45% | -$84K | 0.08% | 49 |
|
|
2020
Q2 | $222K | Buy |
4,758
+2,108
| +80% | +$98.4K | 0.18% | 35 |
|
|
2020
Q1 | $104K | Buy |
2,650
+650
| +33% | +$25.5K | 0.11% | 40 |
|
|
2019
Q4 | $95K | Buy |
+2,000
| New | +$95K | 0.08% | 51 |
|