CO
Caldwell & Orkin’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.07M | Buy |
+4,400
| New | +$1.07M | 1.09% | 37 |
|
|
2017
Q1 | – | Sell |
-8,000
| Closed | -$1.41M | – | 73 |
|
|
2016
Q4 | $1.41M | Sell |
8,000
-6,900
| -46% | -$1.22M | 0.9% | 46 |
|
|
2016
Q3 | $2.57M | Buy |
+14,900
| New | +$2.57M | 1.77% | 17 |
|
|
2015
Q3 | – | Sell |
-3,600
| Closed | -$479K | – | 58 |
|
|
2015
Q2 | $479K | Sell |
3,600
-10,200
| -74% | -$1.36M | 0.28% | 58 |
|
|
2015
Q1 | $1.75M | Sell |
13,800
-6,900
| -33% | -$876K | 0.98% | 38 |
|
|
2014
Q4 | $2.08M | Buy |
20,700
+14,300
| +223% | +$1.44M | 1.17% | 27 |
|
|
2014
Q3 | $557K | Sell |
6,400
-400
| -6% | -$34.8K | 0.4% | 50 |
|
|
2014
Q2 | $490K | Sell |
6,800
-34,100
| -83% | -$2.46M | 0.25% | 68 |
|
|
2014
Q1 | $2.63M | Buy |
40,900
+18,600
| +83% | +$1.2M | 1.72% | 26 |
|
|
2013
Q4 | $1.18M | Sell |
22,300
-1,400
| -6% | -$74K | 0.64% | 48 |
|
|
2013
Q3 | $1.02M | Buy |
+23,700
| New | +$1.02M | 0.6% | 57 |
|