Capital Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $347K | Hold |
6,200
| – | – | 0.48% | 53 |
|
|
2022
Q3 | $275K | Sell |
6,200
-1,240
| -17% | -$55K | 0.41% | 59 |
|
|
2022
Q2 | $361K | Hold |
7,440
| – | – | 0.51% | 50 |
|
|
2022
Q1 | $468K | Hold |
7,440
| – | – | 0.55% | 49 |
|
|
2021
Q4 | $495K | Hold |
7,440
| – | – | 0.54% | 50 |
|
|
2021
Q3 | $361K | Hold |
7,440
| – | – | 0.44% | 57 |
|
|
2021
Q2 | $355K | Hold |
7,440
| – | – | 0.45% | 47 |
|
|
2021
Q1 | $345K | Hold |
7,440
| – | – | 0.46% | 48 |
|
|
2020
Q4 | $326K | Buy |
+7,440
| New | +$326K | 0.45% | 45 |
|