CW
Cobiz Wealth’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $7.31M | Sell |
25,385
-1,297
| -5% | -$373K | 1.45% | 27 |
|
|
2019
Q1 | $8.02M | Buy |
26,682
+8
| +0% | +$2.41K | 1.55% | 21 |
|
|
2018
Q4 | $6.78M | Buy |
26,674
+665
| +3% | +$169K | 1.49% | 25 |
|
|
2018
Q3 | $6.42M | Sell |
26,009
-671
| -3% | -$166K | 1.23% | 32 |
|
|
2018
Q2 | $6.47M | Buy |
26,680
+111
| +0.4% | +$26.9K | 1.31% | 27 |
|
|
2018
Q1 | $6.26M | Buy |
26,569
+524
| +2% | +$123K | 1.32% | 26 |
|
|
2017
Q4 | $6.69M | Sell |
26,045
-282
| -1% | -$72.4K | 1.4% | 23 |
|
|
2017
Q3 | $6.39M | Buy |
26,327
+1,002
| +4% | +$243K | 1.4% | 24 |
|
|
2017
Q2 | $5.9M | Sell |
25,325
-60
| -0.2% | -$14K | 1.32% | 29 |
|
|
2017
Q1 | $5.56M | Buy |
25,385
+3,862
| +18% | +$846K | 1.24% | 31 |
|
|
2016
Q4 | $3.81M | Buy |
+21,523
| New | +$3.81M | 0.9% | 51 |
|