KMS Financial Services’s Cisco CSCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$1.17M Sell
46,417
-4,421
-9% -$111K 0.16% 141
2014
Q2
$1.26M Sell
50,838
-13,422
-21% -$334K 0.18% 129
2014
Q1
$1.44M Buy
64,260
+23,417
+57% +$525K 0.23% 109
2013
Q4
$917K Buy
40,843
+3,615
+10% +$81.2K 0.15% 152
2013
Q3
$873K Buy
37,228
+719
+2% +$16.9K 0.21% 116
2013
Q2
$890K Buy
+36,509
New +$890K 0.25% 101