Level Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-619
| Closed | -$31.3K | – | 117 |
|
|
2023
Q4 | $31.3K | Hold |
619
| – | – | 0.02% | 139 |
|
|
2023
Q3 | $33.3K | Hold |
619
| – | – | 0.02% | 129 |
|
|
2023
Q2 | $32K | Hold |
619
| – | – | 0.02% | 129 |
|
|
2023
Q1 | $32.4K | Sell |
619
-11
| -2% | -$575 | 0.02% | 114 |
|
|
2022
Q4 | $30K | Buy |
630
+11
| +2% | +$524 | 0.02% | 111 |
|
|
2022
Q3 | $25K | Hold |
619
| – | – | 0.02% | 125 |
|
|
2022
Q2 | $26K | Hold |
619
| – | – | 0.02% | 133 |
|
|
2022
Q1 | $35K | Sell |
619
-113
| -15% | -$6.39K | 0.03% | 106 |
|
|
2021
Q4 | $46K | Buy |
+732
| New | +$46K | 0.04% | 101 |
|