WIM
WealthPlan Investment Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,306
| Closed | -$121K | – | 391 |
|
|
2023
Q1 | $121K | Sell |
2,306
-7,067
| -75% | -$369K | 0.02% | 189 |
|
|
2022
Q4 | $449K | Buy |
9,373
+234
| +3% | +$11.2K | 0.03% | 269 |
|
|
2022
Q3 | $440K | Buy |
+9,139
| New | +$440K | 0.03% | 261 |
|
|
2022
Q1 | $367K | Buy |
+7,495
| New | +$367K | 0.03% | 291 |
|