NWM
NEIRG Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,743
| Closed | -$401K | – | 23 |
|
|
2023
Q2 | $401K | Hold |
7,743
| – | – | 0.07% | 104 |
|
|
2023
Q1 | $405K | Sell |
7,743
-4
| -0.1% | -$209 | 0.07% | 111 |
|
|
2022
Q4 | $369K | Sell |
7,747
-38
| -0.5% | -$1.81K | 0.07% | 120 |
|
|
2022
Q3 | $311K | Sell |
7,785
-541
| -6% | -$21.6K | 0.06% | 120 |
|
|
2022
Q2 | $355K | Buy |
8,326
+454
| +6% | +$19.4K | 0.08% | 114 |
|
|
2022
Q1 | $439K | Sell |
7,872
-95
| -1% | -$5.3K | 0.09% | 102 |
|
|
2021
Q4 | $505K | Buy |
+7,967
| New | +$505K | 0.1% | 88 |
|