TWM
Torch Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $324K | Hold |
6,775
| – | – | 0.18% | 88 |
|
|
2019
Q3 | $335K | Sell |
6,775
-108
| -2% | -$5.34K | 0.2% | 84 |
|
|
2019
Q2 | $377K | Buy |
6,883
+2
| +0% | +$110 | 0.23% | 78 |
|
|
2019
Q1 | $372K | Sell |
6,881
-74
| -1% | -$4K | 0.23% | 79 |
|
|
2018
Q4 | $301K | Buy |
6,955
+1
| +0% | +$43 | 0.22% | 79 |
|
|
2018
Q3 | $338K | Buy |
6,954
+2
| +0% | +$97 | 0.2% | 85 |
|
|
2018
Q2 | $299K | Sell |
6,952
-1,999
| -22% | -$86K | 0.19% | 87 |
|
|
2018
Q1 | $384K | Buy |
8,951
+2
| +0% | +$86 | 0.25% | 80 |
|
|
2017
Q4 | $343K | Buy |
8,949
+951
| +12% | +$36.5K | 0.21% | 87 |
|
|
2017
Q3 | $269K | Buy |
7,998
+2
| +0% | +$67 | 0.18% | 87 |
|
|
2017
Q2 | $250K | Sell |
7,996
-98
| -1% | -$3.06K | 0.17% | 87 |
|
|
2017
Q1 | $274K | Buy |
8,094
+2
| +0% | +$68 | 0.18% | 90 |
|
|
2016
Q4 | $245K | Buy |
8,092
+1
| +0% | +$30 | 0.17% | 89 |
|
|
2016
Q3 | $257K | Buy |
8,091
+2
| +0% | +$64 | 0.19% | 87 |
|
|
2016
Q2 | $232K | Sell |
8,089
-99
| -1% | -$2.84K | 0.17% | 91 |
|
|
2016
Q1 | $233K | Buy |
8,188
+2
| +0% | +$57 | 0.18% | 84 |
|
|
2015
Q4 | $222K | Buy |
8,186
+2
| +0% | +$54 | 0.16% | 91 |
|
|
2015
Q3 | $215K | Buy |
8,184
+201
| +3% | +$5.28K | 0.17% | 93 |
|
|
2015
Q2 | $219K | Buy |
+7,983
| New | +$219K | 0.15% | 95 |
|
|
2014
Q3 | – | Sell |
-5,577
| Closed | -$139K | – | 132 |
|
|
2014
Q2 | $139K | Buy |
5,577
+1
| +0% | +$25 | 0.09% | 111 |
|
|
2014
Q1 | $125K | Buy |
5,576
+1
| +0% | +$22 | 0.09% | 104 |
|
|
2013
Q4 | $125K | Buy |
+5,575
| New | +$125K | 0.1% | 102 |
|