Wealth Effects’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,906
| Closed | -$208K | – | 218 |
|
|
2024
Q3 | $208K | Buy |
+3,906
| New | +$208K | 0.07% | 194 |
|
|
2024
Q2 | – | Sell |
-4,260
| Closed | -$213K | – | 212 |
|
|
2024
Q1 | $213K | Sell |
4,260
-711
| -14% | -$35.5K | 0.08% | 192 |
|
|
2023
Q4 | $251K | Buy |
4,971
+1,030
| +26% | +$52K | 0.09% | 179 |
|
|
2023
Q3 | $212K | Buy |
3,941
+2
| +0.1% | +$108 | 0.1% | 161 |
|
|
2023
Q2 | $204K | Sell |
3,939
-12
| -0.3% | -$621 | 0.09% | 169 |
|
|
2023
Q1 | $207K | Buy |
+3,951
| New | +$207K | 0.11% | 170 |
|
|
2022
Q2 | – | Sell |
-3,761
| Closed | -$210K | – | 195 |
|
|
2022
Q1 | $210K | Hold |
3,761
| – | – | 0.1% | 178 |
|
|
2021
Q4 | $238K | Buy |
+3,761
| New | +$238K | 0.1% | 180 |
|