PWP
Private Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-9,395
| Closed | -$284K | – | 111 |
|
|
2016
Q4 | $284K | Sell |
9,395
-900
| -9% | -$27.2K | 0.07% | 94 |
|
|
2016
Q3 | $327K | Hold |
10,295
| – | – | 0.08% | 95 |
|
|
2016
Q2 | $295K | Sell |
10,295
-1,050
| -9% | -$30.1K | 0.07% | 104 |
|
|
2016
Q1 | $323K | Buy |
+11,345
| New | +$323K | 0.08% | 103 |
|