Wealthcare Capital Management’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-826
| Closed | -$43K | – | 199 |
|
|
2021
Q1 | $43K | Buy |
+826
| New | +$43K | ﹤0.01% | 151 |
|
|
2020
Q2 | – | Sell |
-120
| Closed | -$5K | – | 88 |
|
|
2020
Q1 | $5K | Sell |
120
-192
| -62% | -$8K | ﹤0.01% | 167 |
|
|
2019
Q4 | $15K | Buy |
+312
| New | +$15K | ﹤0.01% | 160 |
|
|
2019
Q2 | – | Sell |
-68
| Closed | -$4K | – | 181 |
|
|
2019
Q1 | $4K | Hold |
68
| – | – | ﹤0.01% | 169 |
|
|
2018
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 169 |
|
|
2018
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 175 |
|
|
2018
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 168 |
|
|
2018
Q1 | $3K | Sell |
68
-86
| -56% | -$3.79K | ﹤0.01% | 171 |
|
|
2017
Q4 | $6K | Sell |
154
-64
| -29% | -$2.49K | ﹤0.01% | 151 |
|
|
2017
Q3 | $7K | Hold |
218
| – | – | ﹤0.01% | 138 |
|
|
2017
Q2 | $7K | Hold |
218
| – | – | ﹤0.01% | 131 |
|
|
2017
Q1 | $7K | Hold |
218
| – | – | ﹤0.01% | 134 |
|
|
2016
Q4 | $7K | Buy |
218
+150
| +221% | +$4.82K | ﹤0.01% | 131 |
|
|
2016
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 166 |
|
|
2016
Q2 | $2K | Sell |
68
-200
| -75% | -$5.88K | ﹤0.01% | 166 |
|
|
2016
Q1 | $8K | Hold |
268
| – | – | ﹤0.01% | 136 |
|
|
2015
Q4 | $7K | Hold |
268
| – | – | ﹤0.01% | 157 |
|
|
2015
Q3 | $7K | Sell |
268
-50
| -16% | -$1.31K | ﹤0.01% | 175 |
|
|
2015
Q2 | $9K | Sell |
318
-70
| -18% | -$1.98K | ﹤0.01% | 214 |
|
|
2015
Q1 | $11K | Buy |
388
+320
| +471% | +$9.07K | ﹤0.01% | 482 |
|
|
2014
Q4 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 167 |
|
|
2014
Q2 | – | Sell |
-34
| Closed | -$1K | – | 166 |
|
|
2014
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 158 |
|
|
2013
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 116 |
|
|
2013
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 117 |
|
|
2013
Q2 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 123 |
|