Creative Planning’s BROADCOM CORP CL-A BRCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,779
| Closed | -$392K | – | 4609 |
|
|
2015
Q4 | $392K | Sell |
6,779
-3,141
| -32% | -$182K | ﹤0.01% | 869 |
|
|
2015
Q3 | $510K | Buy |
+9,920
| New | +$510K | ﹤0.01% | 737 |
|
|
2015
Q2 | – | Sell |
-7,056
| Closed | -$305K | – | 3776 |
|
|
2015
Q1 | $305K | Sell |
7,056
-824
| -10% | -$35.6K | ﹤0.01% | 978 |
|
|
2014
Q4 | $341K | Buy |
7,880
+2,777
| +54% | +$120K | ﹤0.01% | 877 |
|
|
2014
Q3 | $206K | Buy |
5,103
+931
| +22% | +$37.6K | ﹤0.01% | 1044 |
|
|
2014
Q2 | $155K | Sell |
4,172
-32,015
| -88% | -$1.19M | ﹤0.01% | 1170 |
|
|
2014
Q1 | $1.14M | Buy |
36,187
+13,449
| +59% | +$423K | 0.02% | 329 |
|
|
2013
Q4 | $674K | Buy |
22,738
+6,457
| +40% | +$191K | 0.01% | 435 |
|
|
2013
Q3 | $424K | Buy |
16,281
+12,670
| +351% | +$330K | 0.01% | 494 |
|
|
2013
Q2 | $122K | Buy |
+3,611
| New | +$122K | ﹤0.01% | 882 |
|