SWM
CSCO icon

Strategic Wealth Management’s Cisco CSCO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-15,285
Closed -$602K 68
2020
Q3
$602K Buy
15,285
+268
+2% +$10.6K 0.45% 49
2020
Q2
$700K Hold
15,017
0.65% 34
2020
Q1
$590K Buy
+15,017
New +$590K 0.78% 16