TWMP
Taylor Wealth Management Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,794
| Closed | -$121K | – | 64 |
|
|
2018
Q4 | $121K | Hold |
2,794
| – | – | 0.07% | 47 |
|
|
2018
Q3 | $136K | Buy |
2,794
+315
| +13% | +$15.3K | 0.06% | 59 |
|
|
2018
Q2 | $107K | Hold |
2,479
| – | – | 0.05% | 62 |
|
|
2018
Q1 | $106K | Buy |
2,479
+2,000
| +418% | +$85.5K | 0.05% | 61 |
|
|
2017
Q4 | $18K | Hold |
479
| – | – | 0.01% | 113 |
|
|
2017
Q3 | $16K | Hold |
479
| – | – | 0.01% | 117 |
|
|
2017
Q2 | $15K | Hold |
479
| – | – | 0.01% | 121 |
|
|
2017
Q1 | $16K | Hold |
479
| – | – | 0.01% | 120 |
|
|
2016
Q4 | $14K | Hold |
479
| – | – | 0.01% | 126 |
|
|
2016
Q3 | $15K | Buy |
+479
| New | +$15K | 0.01% | 115 |
|
|
2016
Q1 | – | Sell |
-46
| Closed | -$1K | – | 147 |
|
|
2015
Q4 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 134 |
|