RFWA
RPg Family Wealth Advisory’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-727
| Closed | -$40.5K | – | 126 |
|
|
2022
Q1 | $40.5K | Sell |
727
-400
| -35% | -$22.3K | 0.02% | 166 |
|
|
2021
Q4 | $71.4K | Hold |
1,127
| – | – | 0.03% | 152 |
|
|
2021
Q3 | $61.3K | Buy |
+1,127
| New | +$61.3K | 0.03% | 159 |
|
|
2019
Q4 | – | Sell |
-256
| Closed | -$12.6K | – | 277 |
|
|
2019
Q3 | $12.6K | Hold |
256
| – | – | 0.01% | 269 |
|
|
2019
Q2 | $14K | Hold |
256
| – | – | 0.01% | 251 |
|
|
2019
Q1 | $13.8K | Hold |
256
| – | – | 0.01% | 266 |
|
|
2018
Q4 | $11.1K | Hold |
256
| – | – | 0.01% | 219 |
|
|
2018
Q3 | $12.5K | Sell |
256
-616
| -71% | -$30K | 0.01% | 227 |
|
|
2018
Q2 | $37.5K | Buy |
+872
| New | +$37.5K | 0.03% | 127 |
|
|
2018
Q1 | – | Sell |
-880
| Closed | -$33.7K | – | 252 |
|
|
2017
Q4 | $33.7K | Buy |
880
+87
| +11% | +$3.33K | 0.03% | 165 |
|
|
2017
Q3 | $26.7K | Sell |
793
-14
| -2% | -$471 | 0.02% | 194 |
|
|
2017
Q2 | $25.3K | Buy |
807
+482
| +148% | +$15.1K | 0.02% | 223 |
|
|
2017
Q1 | $11K | Buy |
+325
| New | +$11K | 0.01% | 252 |
|