LWM
Ledge Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $466K | Sell |
9,216
-1,289
| -12% | -$65.1K | 0.18% | 49 |
|
|
2023
Q3 | $565K | Buy |
10,505
+85
| +0.8% | +$4.57K | 0.25% | 46 |
|
|
2023
Q2 | $539K | Sell |
10,420
-670
| -6% | -$34.7K | 0.26% | 47 |
|
|
2023
Q1 | $580K | Sell |
11,090
-1,500
| -12% | -$78.4K | 0.27% | 49 |
|
|
2022
Q4 | $600K | Sell |
12,590
-311
| -2% | -$14.8K | 0.27% | 52 |
|
|
2022
Q3 | $516K | Sell |
12,901
-709
| -5% | -$28.4K | 0.32% | 50 |
|
|
2022
Q2 | $580K | Hold |
13,610
| – | – | 0.36% | 47 |
|
|
2022
Q1 | $759K | Buy |
+13,610
| New | +$759K | 0.47% | 47 |
|