SWM
Seaside Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,034
| Closed | -$215K | – | 61 |
|
|
2024
Q3 | $215K | Buy |
+4,034
| New | +$215K | 0.08% | 56 |
|
|
2024
Q2 | – | Sell |
-4,034
| Closed | -$201K | – | 59 |
|
|
2024
Q1 | $201K | Hold |
4,034
| – | – | 0.09% | 55 |
|
|
2023
Q4 | $204K | Hold |
4,034
| – | – | 0.09% | 51 |
|
|
2023
Q3 | $217K | Sell |
4,034
-72
| -2% | -$3.87K | 0.11% | 47 |
|
|
2023
Q2 | $212K | Buy |
4,106
+72
| +2% | +$3.73K | 0.11% | 48 |
|
|
2023
Q1 | $211K | Buy |
+4,034
| New | +$211K | 0.13% | 46 |
|
|
2022
Q4 | – | Sell |
-8,062
| Closed | -$366K | – | 49 |
|
|
2022
Q3 | $366K | Hold |
8,062
| – | – | 0.25% | 31 |
|
|
2022
Q2 | $365K | Buy |
+8,062
| New | +$365K | 0.28% | 28 |
|