JWM
JFG Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,000
| Closed | -$380K | – | 44 |
|
|
2021
Q4 | $380K | Sell |
6,000
-39
| -0.6% | -$2.47K | 0.14% | 26 |
|
|
2021
Q3 | $328K | Hold |
6,039
| – | – | 0.16% | 31 |
|
|
2021
Q2 | $320K | Buy |
+6,039
| New | +$320K | 0.14% | 34 |
|
|
2021
Q1 | – | Sell |
-4,539
| Closed | -$203K | – | 27 |
|
|
2020
Q4 | $203K | Buy |
+4,539
| New | +$203K | 0.11% | 44 |
|
|
2019
Q4 | – | Sell |
-4,200
| Closed | -$208K | – | 14 |
|
|
2019
Q3 | $208K | Hold |
4,200
| – | – | 0.19% | 16 |
|
|
2019
Q2 | $238K | Buy |
+4,200
| New | +$238K | 0.2% | 14 |
|