KW
KWB Wealth’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,378
| Closed | -$221K | – | 131 |
|
|
2023
Q4 | $221K | Sell |
4,378
-2,319
| -35% | -$117K | 0.03% | 122 |
|
|
2023
Q3 | $346K | Sell |
6,697
-273
| -4% | -$14.1K | 0.06% | 95 |
|
|
2023
Q2 | $361K | Buy |
6,970
+1,038
| +17% | +$53.7K | 0.06% | 92 |
|
|
2023
Q1 | $283K | Hold |
5,932
| – | – | 0.05% | 101 |
|
|
2022
Q4 | $283K | Buy |
5,932
+19
| +0.3% | +$905 | 0.05% | 96 |
|
|
2022
Q3 | $237K | Buy |
5,913
+118
| +2% | +$4.73K | 0.05% | 95 |
|
|
2022
Q2 | $247K | Buy |
5,795
+476
| +9% | +$20.3K | 0.05% | 91 |
|
|
2022
Q1 | $337K | Hold |
5,319
| – | – | 0.06% | 70 |
|
|
2021
Q4 | $337K | Buy |
+5,319
| New | +$337K | 0.06% | 70 |
|