AIA
Alera Investment Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.44M | Buy |
14,148
+12,765
| +923% | +$2.2M | 0.29% | 47 |
|
|
2024
Q2 | $2.22M | Buy |
1,383
+689
| +99% | +$1.11M | 0.27% | 50 |
|
|
2024
Q1 | $920K | Sell |
694
-41
| -6% | -$54.3K | 0.12% | 71 |
|
|
2023
Q4 | $821K | Buy |
735
+65
| +10% | +$72.6K | 0.11% | 80 |
|
|
2023
Q3 | $557K | Sell |
670
-30
| -4% | -$24.9K | 0.09% | 100 |
|
|
2023
Q2 | $607K | Sell |
700
-79
| -10% | -$68.5K | 0.13% | 97 |
|
|
2023
Q1 | $500K | Buy |
779
+18
| +2% | +$11.5K | 0.12% | 113 |
|
|
2022
Q4 | $426K | Sell |
761
-11
| -1% | -$6.15K | 0.1% | 118 |
|
|
2022
Q3 | $343K | Sell |
772
-3
| -0.4% | -$1.33K | 0.1% | 131 |
|
|
2022
Q2 | $377K | Sell |
775
-33
| -4% | -$16.1K | 0.11% | 127 |
|
|
2022
Q1 | $509K | Buy |
+808
| New | +$509K | 0.12% | 118 |
|
|
2019
Q2 | – | Sell |
-198
| Closed | -$60K | – | 150 |
|
|
2019
Q1 | $60K | Buy |
198
+54
| +38% | +$16.4K | 0.03% | 143 |
|
|
2018
Q4 | $37K | Buy |
+144
| New | +$37K | 0.02% | 200 |
|