LWP
Legacy Wealth Planning’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $205K | Buy |
5,114
+4
| +0.1% | +$160 | 0.34% | 75 |
|
|
2022
Q2 | $218K | Sell |
5,110
-217
| -4% | -$9.26K | 0.31% | 82 |
|
|
2022
Q1 | $297K | Buy |
5,327
+753
| +16% | +$42K | 0.35% | 59 |
|
|
2021
Q4 | $290K | Buy |
4,574
+3
| +0.1% | +$190 | 0.33% | 63 |
|
|
2021
Q3 | $249K | Buy |
4,571
+3
| +0.1% | +$163 | 0.28% | 80 |
|
|
2021
Q2 | $242K | Buy |
4,568
+3
| +0.1% | +$159 | 0.28% | 80 |
|
|
2021
Q1 | $236K | Sell |
4,565
-496
| -10% | -$25.6K | 0.3% | 76 |
|
|
2020
Q4 | $226K | Buy |
+5,061
| New | +$226K | 0.29% | 73 |
|
|
2020
Q3 | – | Sell |
-4,854
| Closed | -$226K | – | 81 |
|
|
2020
Q2 | $226K | Buy |
+4,854
| New | +$226K | 0.27% | 61 |
|
|
2020
Q1 | – | Sell |
-4,647
| Closed | -$223K | – | 75 |
|
|
2019
Q4 | $223K | Buy |
+4,647
| New | +$223K | 0.25% | 69 |
|