LifePlan Financial’s Cisco CSCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,760	Closed	-$274K	–	89
2024 Q2	$274K	Hold	5,760	–	–	0.25%	80
2024 Q1	$287K	Sell	5,760 -927	-14%	-$46.3K	0.26%	83
2023 Q4	$338K	Buy	+6,687	New	+$338K	0.34%	73