KSWA
Kathleen S. Wright Associates’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14
| Closed | -$699 | – | 229 |
|
|
2024
Q1 | $699 | Buy |
+14
| New | +$699 | ﹤0.01% | 223 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$26.9K | – | 202 |
|
|
2023
Q3 | $26.9K | Buy |
+500
| New | +$26.9K | 0.02% | 135 |
|
|
2023
Q1 | – | Sell |
-1,259
| Closed | -$60K | – | 173 |
|
|
2022
Q4 | $60K | Hold |
1,259
| – | – | 0.04% | 110 |
|
|
2022
Q3 | $50K | Buy |
+1,259
| New | +$50K | 0.04% | 108 |
|