UIA
UBP Investment Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $440K | Hold |
11,020
| – | – | 0.23% | 60 |
|
|
2022
Q2 | $470K | Sell |
11,020
-15,898
| -59% | -$678K | 0.19% | 67 |
|
|
2022
Q1 | $1.22M | Buy |
26,918
+18,078
| +205% | +$819K | 0.45% | 44 |
|
|
2021
Q4 | $560K | Buy |
8,840
+103
| +1% | +$6.53K | 0.2% | 69 |
|
|
2021
Q3 | $480K | Sell |
8,737
-3,182
| -27% | -$175K | 0.19% | 71 |
|
|
2021
Q2 | $630K | Buy |
11,919
+2,249
| +23% | +$119K | 0.23% | 72 |
|
|
2021
Q1 | $500K | Buy |
+9,670
| New | +$500K | 0.2% | 78 |
|