SHWM
Smith & Howard Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,583
| Closed | -$301K | – | 46 |
|
|
2016
Q1 | $301K | Buy |
10,583
+1
| +0% | +$28 | 0.12% | 47 |
|
|
2015
Q4 | $287K | Buy |
10,582
+45
| +0.4% | +$1.22K | 0.14% | 46 |
|
|
2015
Q3 | $277K | Buy |
10,537
+599
| +6% | +$15.7K | 0.13% | 37 |
|
|
2015
Q2 | $273K | Sell |
9,938
-89
| -0.9% | -$2.45K | 0.12% | 53 |
|
|
2015
Q1 | $276K | Buy |
+10,027
| New | +$276K | 0.12% | 51 |
|
|
2014
Q1 | – | Sell |
-2,321
| Closed | -$52K | – | 74 |
|
|
2013
Q4 | $52K | Sell |
2,321
-641
| -22% | -$14.4K | 0.03% | 107 |
|
|
2013
Q3 | $69K | Sell |
2,962
-12
| -0.4% | -$280 | 0.04% | 96 |
|
|
2013
Q2 | $72K | Buy |
+2,974
| New | +$72K | 0.05% | 91 |
|