Integrated Wealth Counsel’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $51K | Hold |
1,679
| – | – | 0.11% | 72 |
|
|
2016
Q3 | $53K | Buy |
1,679
+1,279
| +320% | +$40.4K | 0.11% | 68 |
|
|
2016
Q2 | $11K | Hold |
400
| – | – | 0.03% | 62 |
|
|
2016
Q1 | $11K | Buy |
+400
| New | +$11K | 0.03% | 63 |
|
|
2014
Q2 | – | Sell |
-400
| Closed | -$9K | – | 101 |
|
|
2014
Q1 | $9K | Sell |
400
-439
| -52% | -$9.88K | 0.01% | 134 |
|
|
2013
Q4 | $19K | Sell |
839
-500
| -37% | -$11.3K | 0.01% | 127 |
|
|
2013
Q3 | $31.4K | Hold |
1,339
| – | – | 0.02% | 125 |
|
|
2013
Q2 | $33K | Buy |
+1,339
| New | +$33K | 0.02% | 122 |
|