Berman Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $749K | Buy |
15,450
+520
| +3% | +$25.2K | 0.12% | 95 |
|
|
2021
Q2 | $711K | Buy |
14,930
+3,150
| +27% | +$150K | 0.11% | 91 |
|
|
2021
Q1 | $545K | Buy |
11,780
+2,710
| +30% | +$125K | 0.11% | 93 |
|
|
2020
Q4 | $397K | Buy |
9,070
+580
| +7% | +$25.4K | 0.1% | 101 |
|
|
2020
Q3 | $308K | Sell |
8,490
-330
| -4% | -$12K | 0.09% | 98 |
|
|
2020
Q2 | $278K | Buy |
8,820
+2,710
| +44% | +$85.4K | 0.07% | 104 |
|
|
2020
Q1 | $144K | Buy |
6,110
+40
| +0.7% | +$943 | 0.05% | 153 |
|
|
2019
Q4 | $191K | Hold |
6,070
| – | – | 0.06% | 141 |
|
|
2019
Q3 | $167K | Sell |
6,070
-90
| -1% | -$2.48K | 0.05% | 149 |
|
|
2019
Q2 | $177K | Buy |
6,160
+300
| +5% | +$8.62K | 0.06% | 140 |
|
|
2019
Q1 | $176K | Buy |
5,860
+1,480
| +34% | +$44.5K | 0.06% | 135 |
|
|
2018
Q4 | $110K | Buy |
+4,380
| New | +$110K | 0.04% | 166 |
|