Capital Directions Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $80K | Buy |
+1,430
| New | +$80K | 0.03% | 89 |
|
|
2022
Q3 | – | Sell |
-2,780
| Closed | -$135K | – | 102 |
|
|
2022
Q2 | $135K | Hold |
2,780
| – | – | 0.04% | 80 |
|
|
2022
Q1 | $175K | Buy |
+2,780
| New | +$175K | 0.05% | 75 |
|
|
2021
Q4 | – | Sell |
-2,780
| Closed | -$135K | – | 75 |
|
|
2021
Q3 | $135K | Hold |
2,780
| – | – | 0.04% | 78 |
|
|
2021
Q2 | $133K | Buy |
+2,780
| New | +$133K | 0.04% | 73 |
|
|
2021
Q1 | – | Sell |
-2,780
| Closed | -$12K | – | 201 |
|
|
2020
Q4 | $12K | Hold |
2,780
| – | – | ﹤0.01% | 174 |
|
|
2020
Q3 | $101K | Sell |
2,780
-200
| -7% | -$7.27K | 0.04% | 73 |
|
|
2020
Q2 | $94K | Hold |
2,980
| – | – | 0.04% | 75 |
|
|
2020
Q1 | $71K | Buy |
2,980
+150
| +5% | +$3.57K | 0.03% | 86 |
|
|
2019
Q4 | $89K | Buy |
+2,830
| New | +$89K | 0.03% | 97 |
|