CSIA
Charles Schwab Investment Advisory’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-251
| Closed | -$333K | – | 6 |
|
|
2024
Q1 | $333K | Sell |
251
-72
| -22% | -$95.5K | ﹤0.01% | 88 |
|
|
2023
Q4 | $361K | Sell |
323
-28
| -8% | -$31.3K | ﹤0.01% | 81 |
|
|
2023
Q3 | $292K | Buy |
351
+31
| +10% | +$25.8K | ﹤0.01% | 78 |
|
|
2023
Q2 | $278K | Sell |
320
-38
| -11% | -$33K | ﹤0.01% | 91 |
|
|
2023
Q1 | $230K | Sell |
358
-17
| -5% | -$10.9K | ﹤0.01% | 100 |
|
|
2022
Q4 | $210K | Buy |
+375
| New | +$210K | ﹤0.01% | 102 |
|