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