SWIM
Smallwood Wealth Investment Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $137K | Buy |
+2,212
| New | +$137K | 0.09% | 91 |
|
|
2024
Q3 | – | Sell |
-4,380
| Closed | -$208K | – | 71 |
|
|
2024
Q2 | $208K | Buy |
4,380
+225
| +5% | +$10.7K | 0.16% | 64 |
|
|
2024
Q1 | $207K | Buy |
+4,155
| New | +$207K | 0.16% | 65 |
|
|
2022
Q1 | – | Sell |
-3,539
| Closed | -$224K | – | 57 |
|
|
2021
Q4 | $224K | Buy |
+3,539
| New | +$224K | 0.21% | 52 |
|