TRIA
Trail Ridge Investment Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,749
| Closed | -$226K | – | 119 |
|
|
2022
Q4 | $226K | Hold |
4,749
| – | – | 0.16% | 111 |
|
|
2022
Q3 | $213K | Sell |
4,749
-813
| -15% | -$36.5K | 0.14% | 122 |
|
|
2022
Q2 | $237K | Buy |
5,562
+1,531
| +38% | +$65.2K | 0.16% | 136 |
|
|
2022
Q1 | $225K | Buy |
+4,031
| New | +$225K | 0.14% | 129 |
|