IWM
Integrated Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $663K | Buy |
19,605
+760
| +4% | +$25.7K | 0.22% | 115 |
|
|
2016
Q4 | $569K | Buy |
18,845
+552
| +3% | +$16.7K | 0.21% | 118 |
|
|
2016
Q3 | $581K | Sell |
18,293
-417
| -2% | -$13.2K | 0.21% | 109 |
|
|
2016
Q2 | $537K | Sell |
18,710
-269
| -1% | -$7.72K | 0.21% | 105 |
|
|
2016
Q1 | $540K | Buy |
18,979
+2,132
| +13% | +$60.7K | 0.23% | 96 |
|
|
2015
Q4 | $457K | Sell |
16,847
-1,045
| -6% | -$28.3K | 0.2% | 102 |
|
|
2015
Q3 | $470K | Sell |
17,892
-894
| -5% | -$23.5K | 0.21% | 99 |
|
|
2015
Q2 | $516K | Buy |
18,786
+722
| +4% | +$19.8K | 0.2% | 102 |
|
|
2015
Q1 | $497K | Buy |
+18,064
| New | +$497K | 0.21% | 102 |
|