PWMG
Provence Wealth Management Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $685K | Buy |
13,565
+399
| +3% | +$20.2K | 0.37% | 58 |
|
|
2023
Q3 | $708K | Buy |
13,166
+645
| +5% | +$34.7K | 0.43% | 49 |
|
|
2023
Q2 | $648K | Sell |
12,521
-881
| -7% | -$45.6K | 0.38% | 57 |
|
|
2023
Q1 | $701K | Buy |
13,402
+4,601
| +52% | +$241K | 0.47% | 49 |
|
|
2022
Q4 | $419K | Buy |
+8,801
| New | +$419K | 0.34% | 64 |
|