Aevitas Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $268K | Buy |
+4,790
| New | +$268K | 0.16% | 102 |
|
|
2022
Q2 | – | Sell |
-3,420
| Closed | -$215K | – | 110 |
|
|
2022
Q1 | $215K | Buy |
3,420
+300
| +10% | +$18.9K | 0.13% | 113 |
|
|
2021
Q4 | $208K | Buy |
+3,120
| New | +$208K | 0.12% | 118 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | -$1K | – | 435 |
|
|
2018
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 421 |
|
|
2017
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 412 |
|