SWM
Sugarloaf Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $143K | Buy |
2,419
+2
| +0.1% | +$118 | 0.03% | 203 |
|
|
2024
Q3 | $129K | Buy |
2,417
+2
| +0.1% | +$106 | 0.02% | 217 |
|
|
2024
Q2 | $115K | Buy |
2,415
+1
| +0% | +$48 | 0.02% | 217 |
|
|
2024
Q1 | $120K | Buy |
2,414
+2
| +0.1% | +$100 | 0.03% | 212 |
|
|
2023
Q4 | $122K | Sell |
2,412
-61
| -2% | -$3.08K | 0.03% | 201 |
|
|
2023
Q3 | $133K | Sell |
2,473
-192
| -7% | -$10.3K | 0.03% | 185 |
|
|
2023
Q2 | $138K | Sell |
2,665
-1,059
| -28% | -$54.8K | 0.03% | 178 |
|
|
2023
Q1 | $195K | Sell |
3,724
-530
| -12% | -$27.7K | 0.05% | 134 |
|
|
2022
Q4 | $203K | Buy |
4,254
+7
| +0.2% | +$333 | 0.05% | 126 |
|
|
2022
Q3 | $170K | Sell |
4,247
-439
| -9% | -$17.6K | 0.04% | 138 |
|
|
2022
Q2 | $200K | Buy |
4,686
+266
| +6% | +$11.4K | 0.05% | 117 |
|
|
2022
Q1 | $246K | Sell |
4,420
-220
| -5% | -$12.2K | 0.06% | 106 |
|
|
2021
Q4 | $294K | Buy |
4,640
+237
| +5% | +$15K | 0.07% | 105 |
|
|
2021
Q3 | $240K | Buy |
4,403
+9
| +0.2% | +$491 | 0.06% | 110 |
|
|
2021
Q2 | $233K | Buy |
4,394
+9
| +0.2% | +$477 | 0.06% | 111 |
|
|
2021
Q1 | $227 | Buy |
4,385
+1,003
| +30% | +$52 | 0.07% | 110 |
|
|
2020
Q4 | $151K | Buy |
3,382
+2
| +0.1% | +$89 | 0.05% | 134 |
|
|
2020
Q3 | $133K | Buy |
3,380
+2
| +0.1% | +$79 | 0.05% | 138 |
|
|
2020
Q2 | $158K | Buy |
3,378
+2
| +0.1% | +$94 | 0.06% | 126 |
|
|
2020
Q1 | $133K | Sell |
3,376
-198
| -6% | -$7.8K | 0.06% | 132 |
|
|
2019
Q4 | $164K | Buy |
+3,574
| New | +$164K | 0.07% | 128 |
|