SWS
SYSTM Wealth Solutions’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,894
| Closed | -$423K | – | 216 |
|
|
2024
Q2 | $423K | Sell |
8,894
-57,163
| -87% | -$2.72M | 0.09% | 149 |
|
|
2024
Q1 | $3.3M | Sell |
66,057
-8,102
| -11% | -$404K | 0.42% | 65 |
|
|
2023
Q4 | $3.75M | Buy |
74,159
+585
| +0.8% | +$29.6K | 0.52% | 50 |
|
|
2023
Q3 | $3.96M | Sell |
73,574
-20,348
| -22% | -$1.09M | 0.61% | 42 |
|
|
2023
Q2 | $4.86M | Sell |
93,922
-72,650
| -44% | -$3.76M | 0.66% | 30 |
|
|
2023
Q1 | $8.71M | Buy |
166,572
+2,500
| +2% | +$131K | 1.34% | 10 |
|
|
2022
Q4 | $7.82M | Buy |
+164,072
| New | +$7.82M | 0.97% | 17 |
|