TSWM
Triangle Securities Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,972
| Closed | -$766K | – | 173 |
|
|
2022
Q2 | $766K | Sell |
17,972
-1,241
| -6% | -$52.9K | 0.3% | 99 |
|
|
2022
Q1 | $1.07M | Sell |
19,213
-277
| -1% | -$15.4K | 0.36% | 83 |
|
|
2021
Q4 | $1.24M | Sell |
19,490
-98
| -0.5% | -$6.21K | 0.39% | 84 |
|
|
2021
Q3 | $1.07M | Buy |
19,588
+5
| +0% | +$272 | 0.36% | 84 |
|
|
2021
Q2 | $1.04M | Sell |
19,583
-395
| -2% | -$20.9K | 0.35% | 88 |
|
|
2021
Q1 | $1.03M | Buy |
19,978
+805
| +4% | +$41.6K | 0.37% | 84 |
|
|
2020
Q4 | $858K | Buy |
19,173
+1,373
| +8% | +$61.4K | 0.34% | 92 |
|
|
2020
Q3 | $701K | Buy |
17,800
+520
| +3% | +$20.5K | 0.32% | 97 |
|
|
2020
Q2 | $806K | Buy |
17,280
+4,435
| +35% | +$207K | 0.39% | 81 |
|
|
2020
Q1 | $505K | Buy |
+12,845
| New | +$505K | 0.29% | 97 |
|
|
2013
Q3 | – | Sell |
-855
| Closed | -$21K | – | 175 |
|
|
2013
Q2 | $21K | Buy |
+855
| New | +$21K | 0.02% | 371 |
|