CPA
Clear Perspective Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $793K | Buy |
1,192
+95
| +9% | +$63.2K | 0.24% | 68 |
|
|
2021
Q3 | $532K | Sell |
1,097
-18
| -2% | -$8.73K | 0.18% | 86 |
|
|
2021
Q2 | $532K | Buy |
1,115
+198
| +22% | +$94.5K | 0.18% | 83 |
|
|
2021
Q1 | $425K | Sell |
917
-62
| -6% | -$28.7K | 0.17% | 98 |
|
|
2020
Q4 | $429K | Buy |
979
+169
| +21% | +$74.1K | 0.18% | 97 |
|
|
2020
Q3 | $240 | Buy |
810
+26
| +3% | +$8 | 0.11% | 121 |
|
|
2020
Q2 | $247K | Buy |
+784
| New | +$247K | 0.13% | 108 |
|
|
2018
Q3 | – | Sell |
-109
| Closed | -$26K | – | 161 |
|
|
2018
Q2 | $26K | Hold |
109
| – | – | 0.02% | 295 |
|
|
2018
Q1 | $26K | Hold |
109
| – | – | 0.02% | 285 |
|
|
2017
Q4 | $28K | Hold |
109
| – | – | 0.02% | 267 |
|
|
2017
Q3 | $26K | Hold |
109
| – | – | 0.02% | 270 |
|
|
2017
Q2 | $25K | Hold |
109
| – | – | 0.02% | 270 |
|
|
2017
Q1 | $24K | Hold |
109
| – | – | 0.02% | 258 |
|
|
2016
Q4 | $19K | Buy |
+109
| New | +$19K | 0.01% | 269 |
|