Concert Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-35,340
| Closed | -$513K | – | 672 |
|
|
2015
Q4 | $513K | Buy |
35,340
+15,380
| +77% | +$223K | 0.07% | 351 |
|
|
2015
Q3 | $250K | Sell |
19,960
-16,750
| -46% | -$210K | 0.03% | 539 |
|
|
2015
Q2 | $487K | Buy |
+36,710
| New | +$487K | 0.06% | 366 |
|
|
2015
Q1 | – | Sell |
-35,610
| Closed | -$358K | – | 494 |
|
|
2014
Q4 | $358K | Buy |
+35,610
| New | +$358K | 0.05% | 401 |
|