Baldwin Wealth Partners’s BROADCOM CORP CL-A BRCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-38,993
| Closed | -$2.26M | – | 514 |
|
|
2015
Q4 | $2.26M | Buy |
38,993
+1,223
| +3% | +$70.7K | 0.37% | 65 |
|
|
2015
Q3 | $1.94M | Sell |
37,770
-453
| -1% | -$23.3K | 0.33% | 65 |
|
|
2015
Q2 | $1.97M | Buy |
38,223
+12,740
| +50% | +$656K | 0.29% | 76 |
|
|
2015
Q1 | $1.1M | Buy |
25,483
+24,198
| +1,883% | +$1.05M | 0.16% | 121 |
|
|
2014
Q4 | $56K | Hold |
1,285
| – | – | 0.01% | 244 |
|
|
2014
Q3 | $52K | Buy |
+1,285
| New | +$52K | 0.01% | 255 |
|