PWP
Personal Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-862
| Closed | -$46K | – | 146 |
|
|
2021
Q2 | $46K | Buy |
+862
| New | +$46K | 0.02% | 155 |
|
|
2020
Q1 | – | Sell |
-843
| Closed | -$40K | – | 175 |
|
|
2019
Q4 | $40K | Hold |
843
| – | – | 0.02% | 156 |
|
|
2019
Q3 | $42K | Buy |
843
+43
| +5% | +$2.14K | 0.02% | 152 |
|
|
2019
Q2 | $44K | Buy |
+800
| New | +$44K | 0.02% | 134 |
|