Advantage Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $205K | Sell |
7,430
-660
| -8% | -$18.2K | 0.16% | 143 |
|
|
2019
Q2 | $233K | Buy |
8,090
+870
| +12% | +$25.1K | 0.18% | 131 |
|
|
2019
Q1 | $217K | Buy |
7,220
+240
| +3% | +$7.21K | 0.17% | 137 |
|
|
2018
Q4 | $177K | Buy |
6,980
+2,080
| +42% | +$52.7K | 0.13% | 133 |
|
|
2018
Q3 | $121K | Hold |
4,900
| – | – | 0.08% | 237 |
|
|
2018
Q2 | $119K | Buy |
+4,900
| New | +$119K | 0.09% | 200 |
|
|
2018
Q1 | – | Sell |
-5,220
| Closed | -$134K | – | 1000 |
|
|
2017
Q4 | $134K | Sell |
5,220
-440
| -8% | -$11.3K | 0.04% | 221 |
|
|
2017
Q3 | $137K | Buy |
5,660
+1,370
| +32% | +$33.2K | 0.04% | 205 |
|
|
2017
Q2 | $100K | Buy |
4,290
+290
| +7% | +$6.76K | 0.03% | 236 |
|
|
2017
Q1 | $88K | Sell |
4,000
-500
| -11% | -$11K | 0.03% | 242 |
|
|
2016
Q4 | $80K | Buy |
+4,500
| New | +$80K | 0.03% | 250 |
|
|
2015
Q4 | – | Sell |
-3,210
| Closed | -$40K | – | 864 |
|
|
2015
Q3 | $40K | Buy |
+3,210
| New | +$40K | 0.02% | 348 |
|
|
2015
Q2 | – | Sell |
-1,500
| Closed | -$19K | – | 853 |
|
|
2015
Q1 | $19K | Hold |
1,500
| – | – | 0.01% | 479 |
|
|
2014
Q4 | $15K | Buy |
+1,500
| New | +$15K | 0.01% | 460 |
|