Confluence Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $954K | Buy |
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|
2017
Q4 | $1.04M | Sell |
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|
2017
Q3 | $1.03M | Sell |
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|
2017
Q2 | $1.06M | Buy |
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|
2017
Q1 | $993K | Sell |
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|
2016
Q4 | $998K | Buy |
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|
2016
Q3 | $964K | Sell |
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|
2016
Q2 | $876K | Sell |
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|
2016
Q1 | $915K | Buy |
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|
2015
Q4 | $523K | Buy |
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|
2015
Q3 | $405K | Buy |
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