SFA
Source Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,994
| Closed | -$202K | – | 122 |
|
|
2023
Q4 | $202K | Sell |
3,994
-197
| -5% | -$9.95K | 0.06% | 121 |
|
|
2023
Q3 | $225K | Buy |
4,191
+45
| +1% | +$2.42K | 0.08% | 115 |
|
|
2023
Q2 | $215K | Sell |
4,146
-31
| -0.7% | -$1.6K | 0.07% | 123 |
|
|
2023
Q1 | $218K | Buy |
+4,177
| New | +$218K | 0.07% | 115 |
|
|
2022
Q1 | – | Sell |
-3,318
| Closed | -$210K | – | 114 |
|
|
2021
Q4 | $210K | Buy |
+3,318
| New | +$210K | 0.06% | 104 |
|