TrueWealth LLC’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $579K | Sell |
12,416
-19
| -0.2% | -$886 | 0.24% | 63 |
|
|
2020
Q1 | $489K | Sell |
12,435
-1,232
| -9% | -$48.4K | 0.24% | 67 |
|
|
2019
Q4 | $655K | Sell |
13,667
-154
| -1% | -$7.38K | 0.27% | 61 |
|
|
2019
Q3 | $683K | Buy |
13,821
+6
| +0% | +$297 | 0.29% | 55 |
|
|
2019
Q2 | $756K | Sell |
13,815
-381
| -3% | -$20.9K | 0.34% | 44 |
|
|
2019
Q1 | $766K | Buy |
14,196
+26
| +0.2% | +$1.4K | 0.35% | 41 |
|
|
2018
Q4 | $614K | Buy |
14,170
+890
| +7% | +$38.6K | 0.31% | 50 |
|
|
2018
Q3 | $646K | Buy |
13,280
+880
| +7% | +$42.8K | 0.3% | 51 |
|
|
2018
Q2 | $534K | Buy |
12,400
+271
| +2% | +$11.7K | 0.25% | 62 |
|
|
2018
Q1 | $520K | Sell |
12,129
-31
| -0.3% | -$1.33K | 0.26% | 59 |
|
|
2017
Q4 | $466K | Buy |
+12,160
| New | +$466K | 0.22% | 70 |
|