SFS
Summit Financial Strategies’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,526
| Closed | -$216K | – | 125 |
|
|
2022
Q4 | $216K | Sell |
4,526
-7,300
| -62% | -$348K | 0.05% | 107 |
|
|
2022
Q3 | $473K | Buy |
+11,826
| New | +$473K | 0.11% | 61 |
|
|
2022
Q1 | – | Sell |
-3,391
| Closed | -$215K | – | 123 |
|
|
2021
Q4 | $215K | Buy |
+3,391
| New | +$215K | 0.04% | 115 |
|