XWM
Xcel Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,241
| Closed | -$375K | – | 110 |
|
|
2023
Q2 | $375K | Hold |
7,241
| – | – | 0.12% | 101 |
|
|
2023
Q1 | $379K | Buy |
7,241
+297
| +4% | +$15.5K | 0.13% | 100 |
|
|
2022
Q4 | $331K | Sell |
6,944
-75
| -1% | -$3.57K | 0.13% | 102 |
|
|
2022
Q3 | $281K | Sell |
7,019
-202
| -3% | -$8.09K | 0.1% | 108 |
|
|
2022
Q2 | $308K | Sell |
7,221
-378
| -5% | -$16.1K | 0.11% | 104 |
|
|
2022
Q1 | $424K | Sell |
7,599
-2,850
| -27% | -$159K | 0.12% | 105 |
|
|
2021
Q4 | $662K | Sell |
10,449
-138
| -1% | -$8.74K | 0.17% | 88 |
|
|
2021
Q3 | $576K | Buy |
10,587
+3,150
| +42% | +$171K | 0.17% | 90 |
|
|
2021
Q2 | $394K | Buy |
7,437
+1,233
| +20% | +$65.3K | 0.12% | 112 |
|
|
2021
Q1 | $321K | Sell |
6,204
-793
| -11% | -$41K | 0.11% | 106 |
|
|
2020
Q4 | $313K | Sell |
6,997
-176
| -2% | -$7.87K | 0.14% | 97 |
|
|
2020
Q3 | $282K | Sell |
7,173
-2,694
| -27% | -$106K | 0.15% | 93 |
|
|
2020
Q2 | $460K | Buy |
9,867
+2,494
| +34% | +$116K | 0.29% | 69 |
|
|
2020
Q1 | $289K | Buy |
7,373
+525
| +8% | +$20.6K | 0.26% | 65 |
|
|
2019
Q4 | $328K | Sell |
6,848
-116
| -2% | -$5.56K | 0.27% | 58 |
|
|
2019
Q3 | $344K | Buy |
6,964
+15
| +0.2% | +$741 | 0.32% | 54 |
|
|
2019
Q2 | $380K | Buy |
6,949
+186
| +3% | +$10.2K | 0.37% | 55 |
|
|
2019
Q1 | $365K | Sell |
6,763
-1,313
| -16% | -$70.9K | 0.38% | 55 |
|
|
2018
Q4 | $349K | Buy |
+8,076
| New | +$349K | 0.43% | 50 |
|