HWA
HCR Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,483
| Closed | -$201K | – | 187 |
|
|
2020
Q4 | $201K | Buy |
+4,483
| New | +$201K | 0.04% | 173 |
|
|
2020
Q1 | – | Sell |
-6,430
| Closed | -$308K | – | 238 |
|
|
2019
Q4 | $308K | Buy |
6,430
+1,710
| +36% | +$81.9K | 0.07% | 128 |
|
|
2019
Q3 | $228K | Buy |
4,720
+1,052
| +29% | +$50.8K | 0.08% | 138 |
|
|
2019
Q2 | $201K | Buy |
+3,668
| New | +$201K | 0.06% | 149 |
|
|
2018
Q4 | – | Sell |
-5,596
| Closed | -$249K | – | 160 |
|
|
2018
Q3 | $249K | Buy |
+5,596
| New | +$249K | 0.08% | 132 |
|
|
2018
Q2 | – | Sell |
-5,675
| Closed | -$231K | – | 172 |
|
|
2018
Q1 | $231K | Buy |
5,675
+30
| +0.5% | +$1.22K | 0.08% | 150 |
|
|
2017
Q4 | $205K | Buy |
+5,645
| New | +$205K | 0.07% | 159 |
|