SMFS
Squar Milner Financial Services’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-30,153
| Closed | -$1.41M | – | 41 |
|
|
2020
Q2 | $1.41M | Buy |
30,153
+5,009
| +20% | +$234K | 0.8% | 24 |
|
|
2020
Q1 | $988K | Buy |
25,144
+2,818
| +13% | +$111K | 0.59% | 24 |
|
|
2019
Q4 | $1.07M | Sell |
22,326
-9,475
| -30% | -$454K | 0.53% | 27 |
|
|
2019
Q3 | $1.25M | Buy |
31,801
+13,647
| +75% | +$538K | 0.64% | 38 |
|
|
2019
Q2 | $994K | Buy |
18,154
+1,989
| +12% | +$109K | 0.67% | 26 |
|
|
2019
Q1 | $872K | Buy |
16,165
+1,818
| +13% | +$98.1K | 0.64% | 27 |
|
|
2018
Q4 | $622K | Buy |
14,347
+300
| +2% | +$13K | 0.6% | 32 |
|
|
2018
Q3 | $683K | Sell |
14,047
-4,309
| -23% | -$210K | 0.61% | 31 |
|
|
2018
Q2 | $790K | Buy |
18,356
+20
| +0.1% | +$861 | 0.7% | 27 |
|
|
2018
Q1 | $786K | Buy |
18,336
+139
| +0.8% | +$5.96K | 0.99% | 21 |
|
|
2017
Q4 | $780K | Buy |
+18,197
| New | +$780K | 0.94% | 25 |
|