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Triad Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $327K | Buy |
6,087
+421
| +7% | +$22.6K | 0.12% | 67 |
|
|
2023
Q2 | $293K | Buy |
5,666
+14
| +0.2% | +$724 | 0.12% | 75 |
|
|
2023
Q1 | $295K | Sell |
5,652
-190
| -3% | -$9.93K | 0.13% | 76 |
|
|
2022
Q4 | $278K | Sell |
5,842
-75
| -1% | -$3.57K | 0.12% | 86 |
|
|
2022
Q3 | $237K | Buy |
5,917
+11
| +0.2% | +$441 | 0.13% | 87 |
|
|
2022
Q2 | $252K | Sell |
5,906
-927
| -14% | -$39.6K | 0.14% | 88 |
|
|
2022
Q1 | $381K | Sell |
6,833
-784
| -10% | -$43.7K | 0.2% | 65 |
|
|
2021
Q4 | $483K | Buy |
+7,617
| New | +$483K | 0.29% | 58 |
|