OAM
Optimal Asset Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1M | Hold |
18,400
| – | – | 0.13% | 231 |
|
|
2021
Q2 | $975K | Hold |
18,400
| – | – | 0.12% | 245 |
|
|
2021
Q1 | $951K | Sell |
18,400
-2,100
| -10% | -$109K | 0.12% | 239 |
|
|
2020
Q4 | $917K | Hold |
20,500
| – | – | 0.13% | 245 |
|
|
2020
Q3 | $807K | Sell |
20,500
-700
| -3% | -$27.6K | 0.12% | 261 |
|
|
2020
Q2 | $989K | Sell |
21,200
-40,600
| -66% | -$1.89M | 0.16% | 213 |
|
|
2020
Q1 | $2.43K | Buy |
61,800
+31,122
| +101% | +$1.22K | 0.23% | 149 |
|
|
2019
Q4 | $1.47M | Buy |
+30,678
| New | +$1.47M | 0.22% | 175 |
|