PEA
Pacific Edge Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,985
| Closed | -$268K | – | 38 |
|
|
2020
Q4 | $268K | Hold |
5,985
| – | – | 0.14% | 36 |
|
|
2020
Q3 | $236K | Hold |
5,985
| – | – | 0.14% | 35 |
|
|
2020
Q2 | $279K | Sell |
5,985
-1,152
| -16% | -$53.7K | 0.16% | 31 |
|
|
2020
Q1 | $281K | Buy |
7,137
+315
| +5% | +$12.4K | 0.2% | 25 |
|
|
2019
Q4 | $327K | Buy |
6,822
+970
| +17% | +$46.5K | 0.2% | 37 |
|
|
2019
Q3 | $289K | Sell |
5,852
-160
| -3% | -$7.9K | 0.19% | 36 |
|
|
2019
Q2 | $329K | Sell |
6,012
-1,010
| -14% | -$55.3K | 0.22% | 32 |
|
|
2019
Q1 | $379K | Hold |
7,022
| – | – | 0.23% | 31 |
|
|
2018
Q4 | $304K | Hold |
7,022
| – | – | 0.19% | 34 |
|
|
2018
Q3 | $342K | Hold |
7,022
| – | – | 0.19% | 27 |
|
|
2018
Q2 | $302K | Sell |
7,022
-1,160
| -14% | -$49.9K | 0.17% | 35 |
|
|
2018
Q1 | $351K | Buy |
+8,182
| New | +$351K | 0.22% | 28 |
|