UTC
Unified Trust Company’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $250K | Buy |
4,596
+100
| +2% | +$5.44K | 0.07% | 79 |
|
|
2021
Q2 | $238K | Hold |
4,496
| – | – | 0.07% | 77 |
|
|
2021
Q1 | $232K | Hold |
4,496
| – | – | 0.08% | 70 |
|
|
2020
Q4 | $203K | Buy |
+4,496
| New | +$203K | 0.12% | 56 |
|
|
2020
Q3 | – | Sell |
-4,822
| Closed | -$224K | – | 58 |
|
|
2020
Q2 | $224K | Buy |
+4,822
| New | +$224K | 0.17% | 53 |
|
|
2020
Q1 | – | Sell |
-5,024
| Closed | -$240K | – | 57 |
|
|
2019
Q4 | $240K | Sell |
5,024
-12
| -0.2% | -$573 | 0.15% | 53 |
|
|
2019
Q3 | $248K | Buy |
+5,036
| New | +$248K | 0.17% | 51 |
|