RWA
RGT Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,198
| Closed | -$76K | – | 161 |
|
|
2021
Q4 | $76K | Buy |
+1,198
| New | +$76K | 0.01% | 121 |
|
|
2017
Q1 | – | Sell |
-9,111
| Closed | -$275K | – | 111 |
|
|
2016
Q4 | $275K | Buy |
9,111
+2,265
| +33% | +$68.4K | 0.15% | 85 |
|
|
2016
Q3 | $217K | Buy |
+6,846
| New | +$217K | 0.13% | 99 |
|