WEPOG
Wealth Enhancement & Preservation of GA’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-16,465
| Closed | -$635K | – | 55 |
|
|
2020
Q3 | $635K | Buy |
16,465
+4,280
| +35% | +$165K | 0.66% | 39 |
|
|
2020
Q2 | $557K | Sell |
12,185
-6,610
| -35% | -$302K | 0.69% | 22 |
|
|
2020
Q1 | $706K | Sell |
18,795
-16,127
| -46% | -$606K | 0.67% | 17 |
|
|
2019
Q4 | $1.67M | Buy |
+34,922
| New | +$1.67M | 0.85% | 25 |
|