LWP
Laurel Wealth Planning’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,224
| Closed | -$219K | – | 52 |
|
|
2023
Q2 | $219K | Hold |
4,224
| – | – | 0.16% | 53 |
|
|
2023
Q1 | $221K | Hold |
4,224
| – | – | 0.15% | 55 |
|
|
2022
Q4 | $201K | Sell |
4,224
-1,400
| -25% | -$66.7K | 0.13% | 60 |
|
|
2022
Q3 | $225K | Hold |
5,624
| – | – | 0.17% | 52 |
|
|
2022
Q2 | $240K | Sell |
5,624
-2,100
| -27% | -$89.6K | 0.17% | 55 |
|
|
2022
Q1 | $431K | Buy |
7,724
+7,500
| +3,348% | +$419K | 0.29% | 53 |
|
|
2021
Q4 | $14K | Hold |
224
| – | – | 0.01% | 128 |
|
|
2021
Q3 | $12K | Hold |
224
| – | – | 0.01% | 132 |
|
|
2021
Q2 | $12K | Hold |
224
| – | – | 0.01% | 93 |
|
|
2021
Q1 | $12K | Hold |
224
| – | – | 0.01% | 88 |
|
|
2020
Q4 | $10K | Buy |
+224
| New | +$10K | 0.01% | 80 |
|