Wealthstreet Investment Advisors’s Cisco CSCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $35K | Hold |
626
| – | – | 0.94% | 28 |
|
2021
Q4 | $40K | Hold |
626
| – | – | 0.99% | 27 |
|
2021
Q3 | $34K | Sell |
626
-2,350
| -79% | -$128K | 0.94% | 30 |
|
2021
Q2 | $158K | Sell |
2,976
-107,271
| -97% | -$5.7M | 0.82% | 37 |
|
2021
Q1 | $5.7M | Sell |
110,247
-3,250
| -3% | -$168K | 0.56% | 46 |
|
2020
Q4 | $5.08M | Sell |
113,497
-30,250
| -21% | -$1.35M | 0.51% | 47 |
|
2020
Q3 | $5.66M | Buy |
143,747
+16,546
| +13% | +$652K | 0.63% | 38 |
|
2020
Q2 | $5.93M | Sell |
127,201
-999
| -0.8% | -$46.6K | 0.73% | 37 |
|
2020
Q1 | $5.04M | Sell |
128,200
-11,771
| -8% | -$463K | 0.74% | 37 |
|
2019
Q4 | $6.71M | Buy |
139,971
+11,548
| +9% | +$554K | 0.78% | 36 |
|
2019
Q3 | $6.07M | Sell |
128,423
-1,548
| -1% | -$73.1K | 0.78% | 38 |
|
2019
Q2 | $7.11M | Sell |
129,971
-1,602
| -1% | -$87.7K | 0.92% | 29 |
|
2019
Q1 | $7.1M | Sell |
131,573
-1,522
| -1% | -$82.2K | 0.94% | 29 |
|
2018
Q4 | $6.09M | Sell |
133,095
-7,800
| -6% | -$357K | 0.85% | 31 |
|
2018
Q3 | $6.86M | Sell |
140,895
-120
| -0.1% | -$5.84K | 0.85% | 30 |
|
2018
Q2 | $6.07M | Buy |
141,015
+9,080
| +7% | +$391K | 0.8% | 30 |
|
2018
Q1 | $5.66M | Sell |
131,935
-1,956
| -1% | -$83.9K | 0.71% | 33 |
|
2017
Q4 | $5.13M | Buy |
+133,891
| New | +$5.13M | 0.62% | 40 |
|