YWP
YorkBridge Wealth Partners’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.22M | Sell |
25,548
-388
| -1% | -$18.5K | 0.31% | 79 |
|
|
2022
Q3 | $1.04M | Sell |
25,936
-276
| -1% | -$11K | 0.27% | 77 |
|
|
2022
Q2 | $1.12M | Buy |
26,212
+1,728
| +7% | +$73.7K | 0.29% | 73 |
|
|
2022
Q1 | $1.37M | Sell |
24,484
-27
| -0.1% | -$1.51K | 0.3% | 69 |
|
|
2021
Q4 | $1.55M | Buy |
24,511
+314
| +1% | +$19.9K | 0.35% | 67 |
|
|
2021
Q3 | $1.32M | Buy |
24,197
+5,133
| +27% | +$279K | 0.33% | 72 |
|
|
2021
Q2 | $1.01M | Buy |
19,064
+6,955
| +57% | +$368K | 0.26% | 77 |
|
|
2021
Q1 | $626K | Buy |
12,109
+220
| +2% | +$11.4K | 0.19% | 101 |
|
|
2020
Q4 | $532K | Buy |
11,889
+31
| +0.3% | +$1.39K | 0.18% | 99 |
|
|
2020
Q3 | $467K | Sell |
11,858
-303
| -2% | -$11.9K | 0.2% | 96 |
|
|
2020
Q2 | $567K | Sell |
12,161
-1,855
| -13% | -$86.5K | 0.26% | 83 |
|
|
2020
Q1 | $551K | Sell |
14,016
-451
| -3% | -$17.7K | 0.34% | 76 |
|
|
2019
Q4 | $694K | Sell |
14,467
-678
| -4% | -$32.5K | 0.32% | 81 |
|
|
2019
Q3 | $748K | Sell |
15,145
-2,195
| -13% | -$108K | 0.38% | 71 |
|
|
2019
Q2 | $949K | Buy |
17,340
+620
| +4% | +$33.9K | 0.42% | 61 |
|
|
2019
Q1 | $903K | Sell |
16,720
-1,280
| -7% | -$69.1K | 0.42% | 62 |
|
|
2018
Q4 | $780K | Buy |
18,000
+2,254
| +14% | +$97.7K | 0.41% | 64 |
|
|
2018
Q3 | $770K | Sell |
15,746
-5,762
| -27% | -$282K | 0.35% | 73 |
|
|
2018
Q2 | $925K | Hold |
21,508
| – | – | 0.41% | 66 |
|
|
2018
Q1 | $932K | Sell |
21,508
-749
| -3% | -$32.5K | 0.43% | 67 |
|
|
2017
Q4 | $863K | Buy |
22,257
+2,989
| +16% | +$116K | 0.42% | 66 |
|
|
2017
Q3 | $648K | Buy |
19,268
+6,139
| +47% | +$206K | 0.34% | 74 |
|
|
2017
Q2 | $411K | Buy |
13,129
+320
| +2% | +$10K | 0.22% | 98 |
|
|
2017
Q1 | $439K | Buy |
12,809
+277
| +2% | +$9.49K | 0.23% | 93 |
|
|
2016
Q4 | $377K | Buy |
+12,532
| New | +$377K | 0.22% | 100 |
|