CWM
C2C Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-628
| Closed | -$519K | – | 111 |
|
|
2023
Q3 | $519K | Hold |
628
| – | – | 0.07% | 140 |
|
|
2023
Q2 | $572K | Hold |
628
| – | – | 0.08% | 137 |
|
|
2023
Q1 | $387K | Buy |
628
+50
| +9% | +$30.8K | 0.06% | 171 |
|
|
2022
Q4 | $327K | Hold |
578
| – | – | 0.06% | 129 |
|
|
2022
Q3 | $277K | Hold |
578
| – | – | 0.05% | 145 |
|
|
2022
Q2 | $294K | Hold |
578
| – | – | 0.05% | 144 |
|
|
2022
Q1 | $350K | Sell |
578
-50
| -8% | -$30.3K | 0.06% | 144 |
|
|
2021
Q4 | $418K | Buy |
+628
| New | +$418K | 0.06% | 139 |
|