HGWM
Harvest Group Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,577
| Closed | -$115K | – | 181 |
|
|
2020
Q4 | $115K | Sell |
2,577
-113
| -4% | -$5.04K | 0.07% | 60 |
|
|
2020
Q3 | $106K | Buy |
2,690
+114
| +4% | +$4.49K | 0.07% | 55 |
|
|
2020
Q2 | $120K | Hold |
2,576
| – | – | 0.1% | 48 |
|
|
2020
Q1 | $101K | Hold |
2,576
| – | – | 0.1% | 50 |
|
|
2019
Q4 | $123K | Buy |
2,576
+15
| +0.6% | +$716 | 0.11% | 49 |
|
|
2019
Q3 | $127K | Buy |
2,561
+14
| +0.5% | +$694 | 0.16% | 43 |
|
|
2019
Q2 | $139K | Sell |
2,547
-199
| -7% | -$10.9K | 0.18% | 34 |
|
|
2019
Q1 | $148K | Buy |
+2,746
| New | +$148K | 0.14% | 47 |
|