CWA
Constellation Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-17,768
| Closed | -$2.36M | – | 90 |
|
|
2015
Q2 | $2.36M | Buy |
17,768
+1,738
| +11% | +$231K | 0.2% | 79 |
|
|
2015
Q1 | $2.04M | Buy |
16,030
+3,867
| +32% | +$491K | 0.18% | 88 |
|
|
2014
Q4 | $1.22M | Buy |
12,163
+3,147
| +35% | +$316K | 0.1% | 97 |
|
|
2014
Q3 | $784K | Buy |
9,016
+5,890
| +188% | +$512K | 0.07% | 106 |
|
|
2014
Q2 | $225K | Buy |
+3,126
| New | +$225K | 0.03% | 175 |
|