SFMG
Sage Financial Management Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,332
| Closed | -$297K | – | 34 |
|
|
2022
Q1 | $297K | Buy |
5,332
+580
| +12% | +$32.3K | 0.2% | 27 |
|
|
2021
Q4 | $301K | Hold |
4,752
| – | – | 0.2% | 28 |
|
|
2021
Q3 | $259K | Hold |
4,752
| – | – | 6.49% | 5 |
|
|
2021
Q2 | $252K | Hold |
4,752
| – | – | 0.23% | 23 |
|
|
2021
Q1 | $246K | Hold |
4,752
| – | – | 0.19% | 27 |
|
|
2020
Q4 | $213K | Buy |
+4,752
| New | +$213K | 0.17% | 28 |
|