SWM
SVA Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $7.42M | Sell |
165,783
-8,157
| -5% | -$365K | 0.65% | 29 |
|
|
2020
Q3 | $6.85M | Buy |
173,940
+1,781
| +1% | +$70.2K | 0.68% | 31 |
|
|
2020
Q2 | $8.03M | Buy |
172,159
+4,670
| +3% | +$218K | 0.86% | 22 |
|
|
2020
Q1 | $6.58M | Buy |
167,489
+2,057
| +1% | +$80.9K | 0.76% | 25 |
|
|
2019
Q4 | $7.93M | Buy |
165,432
+15
| +0% | +$719 | 0.73% | 24 |
|
|
2019
Q3 | $8.17M | Sell |
165,417
-498
| -0.3% | -$24.6K | 0.8% | 22 |
|
|
2019
Q2 | $9.08M | Sell |
165,915
-7,470
| -4% | -$409K | 0.89% | 21 |
|
|
2019
Q1 | $9.36M | Buy |
173,385
+3,533
| +2% | +$191K | 0.9% | 21 |
|
|
2018
Q4 | $7.36M | Sell |
169,852
-4,628
| -3% | -$201K | 0.83% | 25 |
|
|
2018
Q3 | $8.49M | Sell |
174,480
-1,163
| -0.7% | -$56.6K | 0.86% | 25 |
|
|
2018
Q2 | $7.56M | Buy |
175,643
+12,698
| +8% | +$546K | 0.82% | 29 |
|
|
2018
Q1 | $5.48M | Sell |
162,945
-5,165
| -3% | -$174K | 0.68% | 44 |
|
|
2017
Q4 | $6.44M | Buy |
168,110
+5,165
| +3% | +$198K | 0.76% | 39 |
|
|
2017
Q3 | $5.48M | Buy |
162,945
+840
| +0.5% | +$28.3K | 0.68% | 44 |
|
|
2017
Q2 | $5.07M | Buy |
162,105
+3,080
| +2% | +$96.4K | 0.66% | 46 |
|
|
2017
Q1 | $5.38M | Buy |
159,025
+9,258
| +6% | +$313K | 0.73% | 40 |
|
|
2016
Q4 | $4.53M | Sell |
149,767
-5,929
| -4% | -$179K | 0.67% | 47 |
|
|
2016
Q3 | $4.94M | Buy |
155,696
+7,622
| +5% | +$242K | 0.77% | 43 |
|
|
2016
Q2 | $4.25M | Sell |
148,074
-5,824
| -4% | -$167K | 0.69% | 45 |
|
|
2016
Q1 | $4.38M | Buy |
153,898
+25,809
| +20% | +$735K | 0.73% | 43 |
|
|
2015
Q4 | $3.48M | Buy |
128,089
+10,042
| +9% | +$273K | 0.6% | 57 |
|
|
2015
Q3 | $3.1M | Buy |
118,047
+14,846
| +14% | +$390K | 0.58% | 60 |
|
|
2015
Q2 | $2.83M | Buy |
103,201
+1,933
| +2% | +$53.1K | 0.52% | 64 |
|
|
2015
Q1 | $2.79M | Buy |
101,268
+63,329
| +167% | +$1.74M | 0.51% | 68 |
|
|
2014
Q4 | $1.06M | Buy |
37,939
+3,114
| +9% | +$86.6K | 0.38% | 64 |
|
|
2014
Q3 | $877K | Buy |
34,825
+2,390
| +7% | +$60.2K | 0.37% | 66 |
|
|
2014
Q2 | $806K | Buy |
32,435
+1,968
| +6% | +$48.9K | 0.34% | 69 |
|
|
2014
Q1 | $683K | Buy |
30,467
+674
| +2% | +$15.1K | 0.32% | 74 |
|
|
2013
Q4 | $668K | Buy |
+29,793
| New | +$668K | 0.4% | 65 |
|