HWP
Hefty Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $22K | Sell |
524
-36,826
| -99% | -$1.55M | 0.01% | 165 |
|
|
2017
Q4 | $1.43M | Sell |
37,350
-19,648
| -34% | -$753K | 0.89% | 36 |
|
|
2017
Q3 | $1.92M | Buy |
56,998
+816
| +1% | +$27.4K | 1.27% | 28 |
|
|
2017
Q2 | $1.76M | Sell |
56,182
-12,300
| -18% | -$385K | 1.2% | 30 |
|
|
2017
Q1 | $2.31M | Buy |
68,482
+68,048
| +15,679% | +$2.3M | 1.68% | 23 |
|
|
2016
Q4 | $13K | Hold |
434
| – | – | 0.01% | 154 |
|
|
2016
Q3 | $13K | Sell |
434
-36,223
| -99% | -$1.09M | 0.01% | 164 |
|
|
2016
Q2 | $1.05M | Buy |
36,657
+36,223
| +8,346% | +$1.04M | 0.87% | 43 |
|
|
2016
Q1 | $12K | Hold |
434
| – | – | 0.01% | 144 |
|
|
2015
Q4 | $11K | Buy |
+434
| New | +$11K | 0.01% | 137 |
|