Milestone Investment Advisors’s Cisco CSCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,485
Closed -$187K 196
2023
Q3
$187K Buy
+3,485
New +$187K 0.05% 109
2023
Q2
Sell
-3,706
Closed -$194K 191
2023
Q1
$194K Buy
+3,706
New +$194K 0.06% 106