KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,670
| Closed | -$406K | – | 58 |
|
|
2021
Q2 | $406K | Sell |
7,670
-137
| -2% | -$7.25K | 0.16% | 92 |
|
|
2021
Q1 | $404K | Sell |
7,807
-334
| -4% | -$17.3K | 0.21% | 89 |
|
|
2020
Q4 | $364K | Buy |
8,141
+560
| +7% | +$25K | 0.22% | 86 |
|
|
2020
Q3 | $299K | Buy |
7,581
+608
| +9% | +$24K | 0.22% | 83 |
|
|
2020
Q2 | $325K | Buy |
6,973
+47
| +0.7% | +$2.19K | 0.3% | 69 |
|
|
2020
Q1 | $272K | Buy |
6,926
+275
| +4% | +$10.8K | 0.3% | 61 |
|
|
2019
Q4 | $319K | Buy |
+6,651
| New | +$319K | 0.27% | 75 |
|