LWM
LBA Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.67M | Buy |
49,296
+100
| +0.2% | +$3.38K | 0.88% | 16 |
|
|
2016
Q4 | $1.49M | Sell |
49,196
-200
| -0.4% | -$6.05K | 0.81% | 17 |
|
|
2016
Q3 | $1.57M | Buy |
49,396
+125
| +0.3% | +$3.97K | 0.88% | 18 |
|
|
2016
Q2 | $1.41M | Buy |
49,271
+969
| +2% | +$27.8K | 0.79% | 20 |
|
|
2016
Q1 | $1.38M | Buy |
48,302
+345
| +0.7% | +$9.82K | 0.79% | 19 |
|
|
2015
Q4 | $1.3M | Buy |
47,957
+4,635
| +11% | +$126K | 0.75% | 23 |
|
|
2015
Q3 | $1.14M | Sell |
43,322
-1,993
| -4% | -$52.3K | 0.72% | 26 |
|
|
2015
Q2 | $1.24M | Buy |
45,315
+375
| +0.8% | +$10.3K | 0.78% | 24 |
|
|
2015
Q1 | $1.24M | Buy |
44,940
+125
| +0.3% | +$3.44K | 0.78% | 26 |
|
|
2014
Q4 | $1.25M | Buy |
44,815
+447
| +1% | +$12.4K | 0.83% | 22 |
|
|
2014
Q3 | $1.12M | Buy |
44,368
+163
| +0.4% | +$4.1K | 0.78% | 28 |
|
|
2014
Q2 | $1.1M | Buy |
44,205
+147
| +0.3% | +$3.65K | 0.9% | 26 |
|
|
2014
Q1 | $988K | Sell |
44,058
-370
| -0.8% | -$8.3K | 0.81% | 29 |
|
|
2013
Q4 | $997K | Buy |
+44,428
| New | +$997K | 0.82% | 31 |
|