Cascadia Advisory Services’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$888K Sell
18,300
-1,330
-7% -$64.5K 0.18% 128
2021
Q2
$936K Sell
19,630
-1,650
-8% -$78.7K 0.2% 123
2021
Q1
$987K Buy
+21,280
New +$987K 0.22% 119
2020
Q3
$1.05M Sell
28,750
-50,050
-64% -$1.82M 0.29% 102
2020
Q2
$2.49M Buy
+78,800
New +$2.49M 0.76% 24
2019
Q4
$2.27M Buy
+71,830
New +$2.27M 0.64% 37