MCIA
Mountain Capital Investment Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,998
| Closed | -$959K | – | 50 |
|
|
2023
Q4 | $959K | Sell |
18,998
-174
| -0.9% | -$8.78K | 0.32% | 22 |
|
|
2023
Q3 | $1.01M | Sell |
19,172
-18,270
| -49% | -$961K | 0.38% | 16 |
|
|
2023
Q2 | $1.99M | Sell |
37,442
-12,008
| -24% | -$638K | 0.75% | 13 |
|
|
2023
Q1 | $2.51M | Buy |
49,450
+66
| +0.1% | +$3.35K | 1.11% | 18 |
|
|
2022
Q4 | $2.41M | Buy |
49,384
+11,876
| +32% | +$580K | 1.1% | 24 |
|
|
2022
Q3 | $1.57M | Buy |
+37,508
| New | +$1.57M | 0.82% | 40 |
|
|
2022
Q2 | – | Sell |
-30,178
| Closed | -$1.6M | – | 81 |
|
|
2022
Q1 | $1.6M | Sell |
30,178
-3,512
| -10% | -$186K | 0.75% | 46 |
|
|
2021
Q4 | $2.1M | Buy |
33,690
+10,149
| +43% | +$633K | 0.95% | 21 |
|
|
2021
Q3 | $1.3M | Buy |
23,541
+442
| +2% | +$24.4K | 0.69% | 43 |
|
|
2021
Q2 | $1.23M | Sell |
23,099
-3,568
| -13% | -$190K | 0.57% | 45 |
|
|
2021
Q1 | $1.38M | Buy |
26,667
+3,950
| +17% | +$204K | 0.69% | 43 |
|
|
2020
Q4 | $1.03M | Sell |
22,717
-4,567
| -17% | -$207K | 0.62% | 50 |
|
|
2020
Q3 | $1.1M | Buy |
+27,284
| New | +$1.1M | 0.71% | 53 |
|
|
2017
Q4 | – | Sell |
-3,256
| Closed | -$109K | – | 113 |
|
|
2017
Q3 | $109K | Sell |
3,256
-76
| -2% | -$2.54K | 0.1% | 65 |
|
|
2017
Q2 | $104K | Buy |
+3,332
| New | +$104K | 0.1% | 85 |
|