WWP
WR Wealth Planners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $73.8K | Sell |
1,247
-404
| -24% | -$23.9K | 0.02% | 276 |
|
|
2024
Q3 | $87.9K | Sell |
1,651
-17
| -1% | -$905 | 0.02% | 275 |
|
|
2024
Q2 | $79.3K | Sell |
1,668
-478
| -22% | -$22.7K | 0.02% | 275 |
|
|
2024
Q1 | $107K | Buy |
+2,146
| New | +$107K | 0.03% | 244 |
|
|
2023
Q4 | – | Sell |
-3,060
| Closed | -$165K | – | 320 |
|
|
2023
Q3 | $165K | Sell |
3,060
-34
| -1% | -$1.83K | 0.06% | 191 |
|
|
2023
Q2 | $160K | Sell |
3,094
-549
| -15% | -$28.4K | 0.06% | 191 |
|
|
2023
Q1 | $190K | Buy |
3,643
+2,324
| +176% | +$121K | 0.08% | 160 |
|
|
2022
Q4 | $62.8K | Sell |
1,319
-12
| -0.9% | -$572 | 0.04% | 156 |
|
|
2022
Q3 | $53.2K | Buy |
1,331
+6
| +0.5% | +$240 | 0.04% | 159 |
|
|
2022
Q2 | $56.5K | Buy |
1,325
+4
| +0.3% | +$171 | 0.04% | 159 |
|
|
2022
Q1 | $73.6K | Buy |
+1,321
| New | +$73.6K | 0.04% | 148 |
|