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Invera Wealth Advisors’s Cisco CSCO Stock Holding History

Invera Wealth Advisors’s Portfolio CSCO Stock Details CSCO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,431
Closed -$673K – 48
2024
Q2 		$673K Buy
14,431
+3,578
+33% +$167K 0.69% 33
2024
Q1 		$522K Sell
10,853
-255
-2% -$12.3K 0.44% 49
2023
Q4 		$561K Buy
+11,108
New +$561K 0.35% 73