Advocacy Wealth Management Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-930
| Closed | -$45K | – | 45 |
|
|
2022
Q3 | $45K | Hold |
930
| – | – | 0.01% | 48 |
|
|
2022
Q2 | $45K | Buy |
930
+60
| +7% | +$2.9K | 0.01% | 50 |
|
|
2022
Q1 | $55K | Buy |
870
+260
| +43% | +$16.4K | 0.01% | 47 |
|
|
2021
Q4 | $41K | Hold |
610
| – | – | 0.01% | 61 |
|
|
2021
Q3 | $30K | Hold |
610
| – | – | 0.01% | 70 |
|
|
2021
Q2 | $29K | Hold |
610
| – | – | 0.01% | 90 |
|
|
2021
Q1 | $29K | Sell |
610
-240
| -28% | -$11.4K | 0.01% | 77 |
|
|
2020
Q4 | $37K | Hold |
850
| – | – | 0.01% | 61 |
|
|
2020
Q3 | $31K | Sell |
850
-100
| -11% | -$3.65K | 0.01% | 64 |
|
|
2020
Q2 | $30K | Sell |
950
-180
| -16% | -$5.68K | 0.01% | 64 |
|
|
2020
Q1 | $25K | Buy |
1,130
+90
| +9% | +$1.99K | 0.01% | 61 |
|
|
2019
Q4 | $33K | Sell |
1,040
-50
| -5% | -$1.59K | 0.01% | 63 |
|
|
2019
Q3 | $30K | Buy |
1,090
+150
| +16% | +$4.13K | 0.02% | 63 |
|
|
2019
Q2 | $27K | Buy |
940
+160
| +21% | +$4.6K | 0.02% | 77 |
|
|
2019
Q1 | $24K | Buy |
780
+170
| +28% | +$5.23K | 0.03% | 72 |
|
|
2018
Q4 | $16K | Buy |
+610
| New | +$16K | 0.01% | 93 |
|