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 |
|