LPWM
Lake Point Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $47K | Buy |
1,096
+5
| +0.5% | +$214 | 0.03% | 72 |
|
|
2022
Q1 | $61K | Buy |
1,091
+5
| +0.5% | +$280 | 0.03% | 58 |
|
|
2021
Q4 | $69K | Buy |
1,086
+4
| +0.4% | +$254 | 0.03% | 60 |
|
|
2021
Q3 | $59K | Buy |
1,082
+405
| +60% | +$22.1K | 0.03% | 57 |
|
|
2021
Q2 | $36K | Buy |
+677
| New | +$36K | 0.02% | 82 |
|
|
2020
Q1 | $30K | Buy |
776
+72
| +10% | +$2.78K | 0.03% | 68 |
|
|
2019
Q4 | $34K | Buy |
+704
| New | +$34K | 0.01% | 149 |
|
|
2019
Q2 | $30K | Hold |
541
| – | – | 0.01% | 202 |
|
|
2019
Q1 | $30K | Sell |
541
-4,999
| -90% | -$277K | 0.01% | 202 |
|
|
2018
Q4 | $240K | Buy |
+5,540
| New | +$240K | 0.09% | 125 |
|