Clear Rock Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$5.42M Sell
33,760
-2,730
-7% -$438K 2.32% 8
2024
Q1
$4.84M Sell
36,490
-770
-2% -$102K 2.1% 8
2023
Q4
$4.78M Buy
+37,260
New +$4.78M 2.16% 8