LWS
Lucia Wealth Services’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $227K | Buy |
5,774
+765
| +15% | +$30.1K | 0.05% | 114 |
|
|
2020
Q2 | $234K | Buy |
5,009
+1,302
| +35% | +$60.8K | 0.06% | 117 |
|
|
2020
Q1 | $146K | Buy |
3,707
+2,388
| +181% | +$94.1K | 0.05% | 138 |
|
|
2019
Q4 | $63K | Buy |
1,319
+175
| +15% | +$8.36K | 0.02% | 148 |
|
|
2019
Q3 | $57K | Hold |
1,144
| – | – | 0.02% | 130 |
|
|
2019
Q2 | $63K | Buy |
1,144
+480
| +72% | +$26.4K | 0.02% | 141 |
|
|
2019
Q1 | $36K | Buy |
664
+540
| +435% | +$29.3K | 0.01% | 165 |
|
|
2018
Q4 | $5K | Sell |
124
-1,225
| -91% | -$49.4K | ﹤0.01% | 165 |
|
|
2018
Q3 | $66K | Buy |
1,349
+43
| +3% | +$2.1K | 0.02% | 178 |
|
|
2018
Q2 | $56K | Buy |
1,306
+718
| +122% | +$30.8K | 0.02% | 157 |
|
|
2018
Q1 | $25K | Buy |
+588
| New | +$25K | 0.01% | 165 |
|