WWP
Waypoint Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,942
| Closed | -$276K | – | 68 |
|
|
2022
Q1 | $276K | Buy |
4,942
+38
| +0.8% | +$2.12K | 0.1% | 42 |
|
|
2021
Q4 | $311K | Buy |
4,904
+207
| +4% | +$13.1K | 0.11% | 42 |
|
|
2021
Q3 | $256K | Hold |
4,697
| – | – | 0.1% | 40 |
|
|
2021
Q2 | $249K | Sell |
4,697
-374
| -7% | -$19.8K | 0.1% | 37 |
|
|
2021
Q1 | $262K | Buy |
+5,071
| New | +$262K | 0.19% | 37 |
|