PWMG
Pinnacle Wealth Management Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,860
| Closed | -$374K | – | 101 |
|
|
2022
Q4 | $374K | Sell |
7,860
-500
| -6% | -$23.8K | 0.33% | 65 |
|
|
2022
Q3 | $334K | Sell |
8,360
-500
| -6% | -$20K | 0.29% | 72 |
|
|
2022
Q2 | $378K | Sell |
8,860
-600
| -6% | -$25.6K | 0.32% | 74 |
|
|
2022
Q1 | $527K | Hold |
9,460
| – | – | 0.4% | 58 |
|
|
2021
Q4 | $599K | Sell |
9,460
-100
| -1% | -$6.33K | 0.44% | 54 |
|
|
2021
Q3 | $520K | Buy |
+9,560
| New | +$520K | 0.39% | 65 |
|