RWMH
Riverpoint Wealth Management Holdings’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,635
| Closed | -$234K | – | 54 |
|
|
2023
Q4 | $234K | Sell |
4,635
-1,147
| -20% | -$58K | 0.07% | 49 |
|
|
2023
Q3 | $311K | Buy |
5,782
+42
| +0.7% | +$2.26K | 0.1% | 42 |
|
|
2023
Q2 | $297K | Buy |
5,740
+48
| +0.8% | +$2.48K | 0.09% | 42 |
|
|
2023
Q1 | $298K | Buy |
5,692
+44
| +0.8% | +$2.3K | 0.1% | 41 |
|
|
2022
Q4 | $269K | Buy |
5,648
+48
| +0.9% | +$2.29K | 0.1% | 40 |
|
|
2022
Q3 | $224K | Sell |
5,600
-305
| -5% | -$12.2K | 0.1% | 42 |
|
|
2022
Q2 | $252K | Buy |
5,905
+45
| +0.8% | +$1.92K | 0.1% | 40 |
|
|
2022
Q1 | $327K | Buy |
5,860
+38
| +0.7% | +$2.12K | 0.11% | 38 |
|
|
2021
Q4 | $369K | Sell |
5,822
-1,645
| -22% | -$104K | 0.13% | 37 |
|
|
2021
Q3 | $406K | Sell |
7,467
-575
| -7% | -$31.3K | 0.14% | 43 |
|
|
2021
Q2 | $426K | Buy |
8,042
+910
| +13% | +$48.2K | 0.12% | 63 |
|
|
2021
Q1 | $369K | Buy |
7,132
+22
| +0.3% | +$1.14K | 0.11% | 64 |
|
|
2020
Q4 | $318K | Buy |
7,110
+57
| +0.8% | +$2.55K | 0.1% | 67 |
|
|
2020
Q3 | $278K | Buy |
7,053
+35
| +0.5% | +$1.38K | 0.1% | 68 |
|
|
2020
Q2 | $327K | Buy |
+7,018
| New | +$327K | 0.13% | 58 |
|