SWM
Selective Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,454
| Closed | -$58K | – | 231 |
|
|
2022
Q3 | $58K | Buy |
1,454
+95
| +7% | +$3.79K | 0.02% | 281 |
|
|
2022
Q2 | $58K | Buy |
1,359
+115
| +9% | +$4.91K | 0.02% | 296 |
|
|
2022
Q1 | $69K | Buy |
1,244
+575
| +86% | +$31.9K | 0.03% | 251 |
|
|
2021
Q4 | $42K | Hold |
669
| – | – | 0.02% | 300 |
|
|
2021
Q3 | $36K | Buy |
669
+475
| +245% | +$25.6K | 0.02% | 288 |
|
|
2021
Q2 | $10K | Buy |
194
+100
| +106% | +$5.16K | 0.01% | 345 |
|
|
2021
Q1 | $5K | Sell |
94
-43
| -31% | -$2.29K | ﹤0.01% | 307 |
|
|
2020
Q4 | $6K | Buy |
137
+43
| +46% | +$1.88K | ﹤0.01% | 277 |
|
|
2020
Q3 | $4K | Sell |
94
-188
| -67% | -$8K | ﹤0.01% | 251 |
|
|
2020
Q2 | $13K | Hold |
282
| – | – | 0.01% | 216 |
|
|
2020
Q1 | $11K | Hold |
282
| – | – | 0.02% | 145 |
|
|
2019
Q4 | $13K | Buy |
282
+1
| +0.4% | +$46 | 0.02% | 146 |
|
|
2019
Q3 | $14K | Buy |
+281
| New | +$14K | 0.02% | 145 |
|
|
2018
Q3 | $5K | Buy |
+100
| New | +$5K | 0.06% | 109 |
|