Kelman-Lazarov Inc’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-800
| Closed | -$24.2K | – | 132 |
|
|
2016
Q4 | $24.2K | Sell |
800
-700
| -47% | -$21.2K | 0.01% | 210 |
|
|
2016
Q3 | $47K | Hold |
1,500
| – | – | 0.03% | 180 |
|
|
2016
Q2 | $43.2K | Hold |
1,500
| – | – | 0.02% | 181 |
|
|
2016
Q1 | $43K | Buy |
+1,500
| New | +$43K | 0.03% | 194 |
|