SWMG
Strategic Wealth Management Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $510K | Sell |
9,620
-1,041
| -10% | -$55.2K | 0.19% | 69 |
|
|
2021
Q1 | $551K | Sell |
10,661
-168
| -2% | -$8.68K | 0.21% | 65 |
|
|
2020
Q4 | $485K | Sell |
10,829
-383
| -3% | -$17.2K | 0.21% | 66 |
|
|
2020
Q3 | $442K | Buy |
11,212
+2,446
| +28% | +$96.4K | 0.21% | 64 |
|
|
2020
Q2 | $409K | Buy |
8,766
+235
| +3% | +$11K | 0.24% | 56 |
|
|
2020
Q1 | $335K | Sell |
8,531
-195
| -2% | -$7.66K | 0.25% | 52 |
|
|
2019
Q4 | $419K | Buy |
8,726
+1,646
| +23% | +$79K | 0.27% | 52 |
|
|
2019
Q3 | $350K | Buy |
7,080
+102
| +1% | +$5.04K | 0.25% | 54 |
|
|
2019
Q2 | $382K | Sell |
6,978
-195
| -3% | -$10.7K | 0.29% | 47 |
|
|
2019
Q1 | $387K | Buy |
7,173
+303
| +4% | +$16.3K | 0.32% | 49 |
|
|
2018
Q4 | $298K | Buy |
+6,870
| New | +$298K | 0.29% | 57 |
|