TFO Wealth Partners’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-92
| Closed | -$4.59K | – | 221 |
|
|
2024
Q1 | $4.59K | Sell |
92
-17
| -16% | -$849 | ﹤0.01% | 106 |
|
|
2023
Q4 | $5.51K | Sell |
109
-85
| -44% | -$4.29K | ﹤0.01% | 107 |
|
|
2023
Q3 | $10K | Buy |
194
+102
| +111% | +$5.28K | ﹤0.01% | 163 |
|
|
2023
Q2 | $4.76K | Hold |
92
| – | – | ﹤0.01% | 166 |
|
|
2023
Q1 | $4.81K | Buy |
92
+77
| +513% | +$4.03K | ﹤0.01% | 129 |
|
|
2022
Q4 | $2.25K | Buy |
+15
| New | +$2.25K | ﹤0.01% | 241 |
|
|
2022
Q3 | – | Sell |
-157
| Closed | -$7K | – | 212 |
|
|
2022
Q2 | $7K | Sell |
157
-1,057
| -87% | -$47.1K | ﹤0.01% | 162 |
|
|
2022
Q1 | $68K | Buy |
+1,214
| New | +$68K | 0.01% | 66 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | – | – | 146 |
|
|
2021
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 153 |
|
|
2020
Q1 | – | Sell |
-3,601
| Closed | -$172K | – | 136 |
|
|
2019
Q4 | $172K | Buy |
+3,601
| New | +$172K | 0.16% | 34 |
|