Cerity Partners OCIO’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $402K | Buy |
7,190
+1,180
| +20% | +$66K | 0.01% | 332 |
|
|
2022
Q3 | $267K | Buy |
6,010
+740
| +14% | +$32.9K | 0.01% | 375 |
|
|
2022
Q2 | $256K | Buy |
5,270
+1,590
| +43% | +$77.2K | 0.01% | 368 |
|
|
2022
Q1 | $231K | Buy |
3,680
+10
| +0.3% | +$628 | 0.01% | 383 |
|
|
2021
Q4 | $244K | Buy |
+3,670
| New | +$244K | 0.01% | 386 |
|