UFA
US Financial Advisors’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,750
| Closed | -$297K | – | 85 |
|
|
2021
Q1 | $297K | Sell |
5,750
-305
| -5% | -$15.8K | 0.08% | 119 |
|
|
2020
Q4 | $271K | Buy |
+6,055
| New | +$271K | 0.08% | 103 |
|
|
2016
Q2 | – | Sell |
-912
| Closed | -$26K | – | 113 |
|
|
2016
Q1 | $26K | Sell |
912
-82
| -8% | -$2.34K | 0.05% | 132 |
|
|
2015
Q4 | $27K | Sell |
994
-301
| -23% | -$8.18K | 0.03% | 202 |
|
|
2015
Q3 | $34K | Buy |
1,295
+1,063
| +458% | +$27.9K | 0.06% | 146 |
|
|
2015
Q2 | $6K | Sell |
232
-223
| -49% | -$5.77K | 0.01% | 269 |
|
|
2015
Q1 | $13K | Sell |
455
-20
| -4% | -$571 | 0.01% | 235 |
|
|
2014
Q4 | $13K | Buy |
+475
| New | +$13K | 0.01% | 224 |
|