VWM
Vector Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $307K | Buy |
10,152
+1,000
| +11% | +$30.2K | 0.22% | 63 |
|
|
2016
Q3 | $290K | Buy |
9,152
+310
| +4% | +$9.82K | 0.2% | 63 |
|
|
2016
Q2 | $254K | Buy |
8,842
+350
| +4% | +$10.1K | 0.17% | 69 |
|
|
2016
Q1 | $241K | Buy |
8,492
+189
| +2% | +$5.36K | 0.18% | 70 |
|
|
2015
Q4 | $226K | Hold |
8,303
| – | – | 0.18% | 69 |
|
|
2015
Q3 | $226K | Buy |
8,303
+910
| +12% | +$24.8K | 0.18% | 69 |
|
|
2015
Q2 | $203K | Sell |
7,393
-1,145
| -13% | -$31.4K | 0.16% | 74 |
|
|
2015
Q1 | $235K | Sell |
8,538
-461
| -5% | -$12.7K | 0.19% | 66 |
|
|
2014
Q4 | $250K | Buy |
8,999
+432
| +5% | +$12K | 0.19% | 58 |
|
|
2014
Q3 | $215K | Sell |
8,567
-247
| -3% | -$6.2K | 0.16% | 53 |
|
|
2014
Q2 | $219K | Buy |
+8,814
| New | +$219K | 0.16% | 52 |
|
|
2013
Q3 | – | Sell |
-8,458
| Closed | -$206K | – | 61 |
|
|
2013
Q2 | $206K | Buy |
+8,458
| New | +$206K | 0.15% | 52 |
|