ACG Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,190
| Closed | -$155K | – | 294 |
|
|
2022
Q2 | $155K | Buy |
+3,190
| New | +$155K | 0.03% | 272 |
|
|
2022
Q1 | – | Sell |
-4,590
| Closed | -$306K | – | 273 |
|
|
2021
Q4 | $306K | Buy |
+4,590
| New | +$306K | 0.04% | 261 |
|
|
2021
Q1 | – | Sell |
-4,940
| Closed | -$216K | – | 308 |
|
|
2020
Q4 | $216K | Buy |
+4,940
| New | +$216K | 0.03% | 286 |
|