WFG
Windsor Financial Group’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4.21M | Buy |
134,634
+565
| +0.4% | +$17.7K | 1.97% | 27 |
|
|
2017
Q1 | $4.53M | Sell |
134,069
-1,900
| -1% | -$64.2K | 2.08% | 23 |
|
|
2016
Q4 | $4.11M | Buy |
135,969
+814
| +0.6% | +$24.6K | 1.94% | 25 |
|
|
2016
Q3 | $4.29M | Sell |
135,155
-4,716
| -3% | -$150K | 2.01% | 24 |
|
|
2016
Q2 | $4.01M | Sell |
139,871
-337
| -0.2% | -$9.67K | 1.83% | 30 |
|
|
2016
Q1 | $3.99M | Buy |
140,208
+4,301
| +3% | +$122K | 1.83% | 29 |
|
|
2015
Q4 | $3.69M | Sell |
135,907
-5,108
| -4% | -$139K | 1.8% | 30 |
|
|
2015
Q3 | $3.7M | Sell |
141,015
-1,117
| -0.8% | -$29.3K | 1.78% | 32 |
|
|
2015
Q2 | $3.9M | Sell |
142,132
-344
| -0.2% | -$9.45K | 1.68% | 31 |
|
|
2015
Q1 | $3.92M | Sell |
142,476
-1,778
| -1% | -$48.9K | 1.76% | 27 |
|
|
2014
Q4 | $4.01M | Sell |
144,254
-141
| -0.1% | -$3.92K | 1.91% | 23 |
|
|
2014
Q3 | $3.63M | Sell |
144,395
-1,158
| -0.8% | -$29.1K | 1.74% | 27 |
|
|
2014
Q2 | $3.62M | Sell |
145,553
-6,391
| -4% | -$159K | 1.77% | 27 |
|
|
2014
Q1 | $3.41M | Buy |
151,944
+5,157
| +4% | +$116K | 1.73% | 26 |
|
|
2013
Q4 | $3.29M | Buy |
146,787
+1,408
| +1% | +$31.6K | 1.82% | 22 |
|
|
2013
Q3 | $3.41M | Sell |
145,379
-868
| -0.6% | -$20.3K | 2.05% | 17 |
|
|
2013
Q2 | $3.56M | Buy |
+146,247
| New | +$3.56M | 2.26% | 14 |
|