Barry Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,040
| Closed | -$328K | – | 115 |
|
|
2024
Q2 | $328K | Hold |
2,040
| – | – | 0.11% | 85 |
|
|
2024
Q1 | $272K | Hold |
2,040
| – | – | 0.09% | 97 |
|
|
2023
Q4 | $228K | Buy |
+2,040
| New | +$228K | 0.08% | 96 |
|
|
2023
Q3 | – | Sell |
-2,490
| Closed | -$216K | – | 113 |
|
|
2023
Q2 | $216K | Buy |
+2,490
| New | +$216K | 0.07% | 113 |
|