SFP
Sterling Financial Planning’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,322
| Closed | -$126K | – | 164 |
|
|
2021
Q3 | $126K | Buy |
2,322
+553
| +31% | +$30K | 0.08% | 115 |
|
|
2021
Q2 | $94K | Hold |
1,769
| – | – | 0.06% | 120 |
|
|
2021
Q1 | $91K | Sell |
1,769
-293
| -14% | -$15.1K | 0.06% | 109 |
|
|
2020
Q4 | $92K | Buy |
+2,062
| New | +$92K | 0.07% | 107 |
|