BA
BKS Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-25,761
| Closed | -$6.55M | – | 210 |
|
|
2018
Q4 | $6.55M | Sell |
25,761
-710
| -3% | -$181K | 2.98% | 1 |
|
|
2018
Q3 | $6.53M | Buy |
26,471
+369
| +1% | +$91K | 2.4% | 7 |
|
|
2018
Q2 | $6.33M | Sell |
26,102
-1,500
| -5% | -$364K | 2.24% | 7 |
|
|
2018
Q1 | $6.5M | Sell |
27,602
-1,751
| -6% | -$413K | 2.37% | 5 |
|
|
2017
Q4 | $7.54M | Sell |
29,353
-819
| -3% | -$210K | 2.73% | 2 |
|
|
2017
Q3 | $7.32M | Sell |
30,172
-250
| -0.8% | -$60.6K | 2.84% | 2 |
|
|
2017
Q2 | $7.09M | Buy |
30,422
+2,800
| +10% | +$653K | 2.89% | 2 |
|
|
2017
Q1 | $6.05M | Sell |
27,622
-225
| -0.8% | -$49.3K | 2.65% | 2 |
|
|
2016
Q4 | $4.92M | Sell |
27,847
-410
| -1% | -$72.5K | 2.31% | 5 |
|
|
2016
Q3 | $4.88M | Buy |
28,257
+19,097
| +208% | +$3.29M | 2.25% | 7 |
|
|
2016
Q2 | $1.42M | Buy |
+9,160
| New | +$1.42M | 0.73% | 46 |
|
|
2015
Q4 | – | Sell |
-24,571
| Closed | -$3.07M | – | 153 |
|
|
2015
Q3 | $3.07M | Sell |
24,571
-850
| -3% | -$106K | 1.71% | 19 |
|
|
2015
Q2 | $3.38M | Buy |
25,421
+250
| +1% | +$33.2K | 1.61% | 22 |
|
|
2015
Q1 | $3.2M | Buy |
+25,171
| New | +$3.2M | 1.52% | 20 |
|