TWA
Tandem Wealth Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,784
| Closed | -$418K | – | 67 |
|
|
2023
Q3 | $418K | Sell |
7,784
-72
| -0.9% | -$3.87K | 0.26% | 23 |
|
|
2023
Q2 | $406K | Buy |
7,856
+237
| +3% | +$12.3K | 0.25% | 23 |
|
|
2023
Q1 | $398K | Sell |
7,619
-57
| -0.7% | -$2.98K | 0.25% | 26 |
|
|
2022
Q4 | $366K | Buy |
+7,676
| New | +$366K | 0.23% | 31 |
|