WAM
Wealthspire Advisors (Maryland)’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.39M | Sell |
60,550
-1,731
| -3% | -$68.2K | 0.08% | 109 |
|
|
2020
Q2 | $2.91M | Buy |
62,281
+1,308
| +2% | +$61K | 0.21% | 75 |
|
|
2020
Q1 | $2.4M | Sell |
60,973
-6,092
| -9% | -$239K | 0.21% | 73 |
|
|
2019
Q4 | $3.22M | Buy |
67,065
+839
| +1% | +$40.2K | 0.22% | 72 |
|
|
2019
Q3 | $3.27M | Sell |
66,226
-580
| -0.9% | -$28.7K | 0.24% | 68 |
|
|
2019
Q2 | $3.66M | Sell |
66,806
-637
| -0.9% | -$34.9K | 0.27% | 61 |
|
|
2019
Q1 | $3.64M | Sell |
67,443
-2,275
| -3% | -$123K | 0.27% | 56 |
|
|
2018
Q4 | $3.02M | Buy |
69,718
+3,481
| +5% | +$151K | 0.27% | 57 |
|
|
2018
Q3 | $3.22M | Sell |
66,237
-559
| -0.8% | -$27.2K | 0.27% | 57 |
|
|
2018
Q2 | $2.87M | Sell |
66,796
-2,859
| -4% | -$123K | 0.26% | 62 |
|
|
2018
Q1 | $2.99M | Sell |
69,655
-7,642
| -10% | -$328K | 0.28% | 59 |
|
|
2017
Q4 | $2.96M | Buy |
77,297
+5,011
| +7% | +$192K | 0.29% | 58 |
|
|
2017
Q3 | $2.43M | Sell |
72,286
-605
| -0.8% | -$20.3K | 0.26% | 63 |
|
|
2017
Q2 | $2.28M | Buy |
72,891
+4,397
| +6% | +$138K | 0.27% | 66 |
|
|
2017
Q1 | $2.32M | Buy |
68,494
+6,499
| +10% | +$220K | 0.33% | 49 |
|
|
2016
Q4 | $1.87M | Buy |
61,995
+1,312
| +2% | +$39.6K | 0.28% | 54 |
|
|
2016
Q3 | $1.93M | Buy |
60,683
+2,487
| +4% | +$78.9K | 0.3% | 55 |
|
|
2016
Q2 | $1.67M | Buy |
58,196
+276
| +0.5% | +$7.92K | 0.28% | 61 |
|
|
2016
Q1 | $1.65M | Buy |
57,920
+1,965
| +4% | +$55.9K | 0.29% | 59 |
|
|
2015
Q4 | $1.52M | Buy |
+55,955
| New | +$1.52M | 0.28% | 61 |
|