Camelot Portfolios’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 |
-630
| Closed | -$101K | – | 161 |
|
2024
Q2 | $101K | Buy |
+630
| New | +$101K | 0.06% | 249 |
|
2021
Q3 | – | Sell |
-9,330
| Closed | -$445K | – | 218 |
|
2021
Q2 | $445K | Sell |
9,330
-16,040
| -63% | -$765K | 0.18% | 150 |
|
2021
Q1 | $1.18M | Sell |
25,370
-2,960
| -10% | -$137K | 0.49% | 63 |
|
2020
Q4 | $1.24M | Buy |
28,330
+4,770
| +20% | +$209K | 0.65% | 46 |
|
2020
Q3 | $858K | Buy |
23,560
+5,950
| +34% | +$217K | 0.54% | 56 |
|
2020
Q2 | $556K | Buy |
17,610
+6,050
| +52% | +$191K | 0.36% | 77 |
|
2020
Q1 | $274K | Sell |
11,560
-870
| -7% | -$20.6K | 0.15% | 149 |
|
2019
Q4 | $393K | Buy |
12,430
+50
| +0.4% | +$1.58K | 0.17% | 141 |
|
2019
Q3 | $342K | Sell |
12,380
-17,040
| -58% | -$471K | 0.16% | 144 |
|
2019
Q2 | $847K | Buy |
29,420
+2,570
| +10% | +$74K | 0.35% | 82 |
|
2019
Q1 | $807K | Buy |
26,850
+15,620
| +139% | +$469K | 0.34% | 82 |
|
2018
Q4 | $286K | Buy |
+11,230
| New | +$286K | 0.13% | 168 |
|