MWA
Moser Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,224
| Closed | -$65.8K | – | 143 |
|
|
2023
Q3 | $65.8K | Hold |
1,224
| – | – | 0.05% | 79 |
|
|
2023
Q2 | $63.3K | Buy |
+1,224
| New | +$63.3K | 0.04% | 82 |
|
|
2022
Q4 | $58.3K | Sell |
1,224
-220
| -15% | -$10.5K | 0.04% | 84 |
|
|
2022
Q3 | $58K | Hold |
1,444
| – | – | 0.05% | 82 |
|
|
2022
Q2 | $62K | Hold |
1,444
| – | – | 0.05% | 85 |
|
|
2022
Q1 | $81K | Hold |
1,444
| – | – | 0.05% | 82 |
|
|
2021
Q4 | $92K | Hold |
1,444
| – | – | 0.06% | 80 |
|
|
2021
Q3 | $79K | Hold |
1,444
| – | – | 0.05% | 84 |
|
|
2021
Q2 | $77K | Hold |
1,444
| – | – | 0.05% | 86 |
|
|
2021
Q1 | $75K | Buy |
1,444
+220
| +18% | +$11.4K | 0.05% | 85 |
|
|
2020
Q4 | $55K | Hold |
1,224
| – | – | 0.04% | 85 |
|
|
2020
Q3 | $48K | Sell |
1,224
-105
| -8% | -$4.12K | 0.04% | 82 |
|
|
2020
Q2 | $62K | Hold |
1,329
| – | – | 0.06% | 72 |
|
|
2020
Q1 | $52K | Hold |
1,329
| – | – | 0.06% | 72 |
|
|
2019
Q4 | $64K | Buy |
+1,329
| New | +$64K | 0.06% | 78 |
|