PWM
PRW Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-67,477
| Closed | -$3.58M | – | 131 |
|
|
2021
Q2 | $3.58M | Buy |
+67,477
| New | +$3.58M | 1.05% | 14 |
|
|
2019
Q2 | – | Sell |
-1,892
| Closed | -$103K | – | 192 |
|
|
2019
Q1 | $103K | Sell |
1,892
-680
| -26% | -$37K | 0.1% | 80 |
|
|
2018
Q4 | $111K | Buy |
+2,572
| New | +$111K | 0.14% | 80 |
|