WPW
Winthrop Partners - WNY’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.8M | Buy |
56,568
+2,840
| +5% | +$140K | 1.89% | 12 |
|
|
2019
Q2 | $2.94M | Buy |
53,728
+3,307
| +7% | +$181K | 2.2% | 11 |
|
|
2019
Q1 | $2.77M | Buy |
50,421
+4,714
| +10% | +$259K | 2.16% | 11 |
|
|
2018
Q4 | $1.98M | Buy |
45,707
+18,567
| +68% | +$805K | 1.85% | 14 |
|
|
2018
Q3 | $1.32M | Hold |
27,140
| – | – | 1.07% | 31 |
|
|
2018
Q2 | $1.17M | Hold |
27,140
| – | – | 0.97% | 32 |
|
|
2018
Q1 | $1.12M | Hold |
27,140
| – | – | 0.86% | 37 |
|
|
2017
Q4 | $1.23M | Buy |
+27,140
| New | +$1.23M | 1% | 32 |
|