MWM
Maltin Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,510
| Closed | -$252K | – | 116 |
|
|
2022
Q1 | $252K | Sell |
4,510
-146
| -3% | -$8.16K | 0.17% | 99 |
|
|
2021
Q4 | $295K | Buy |
4,656
+14
| +0.3% | +$887 | 0.18% | 96 |
|
|
2021
Q3 | $253K | Buy |
4,642
+8
| +0.2% | +$436 | 0.16% | 96 |
|
|
2021
Q2 | $246K | Buy |
4,634
+22
| +0.5% | +$1.17K | 0.15% | 97 |
|
|
2021
Q1 | $238K | Buy |
+4,612
| New | +$238K | 0.15% | 94 |
|
|
2020
Q2 | – | Sell |
-5,174
| Closed | -$203K | – | 82 |
|
|
2020
Q1 | $203K | Buy |
5,174
+611
| +13% | +$24K | 0.17% | 76 |
|
|
2019
Q4 | $219K | Buy |
+4,563
| New | +$219K | 0.14% | 71 |
|