CAM
Crestone Asset Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-338
| Closed | -$448K | – | 9 |
|
|
2024
Q1 | $448K | Buy |
338
+34
| +11% | +$45.1K | 0.09% | 65 |
|
|
2023
Q4 | $339K | Buy |
304
+51
| +20% | +$56.9K | 0.08% | 65 |
|
|
2023
Q3 | $210K | Buy |
+253
| New | +$210K | 0.05% | 110 |
|
|
2017
Q3 | – | Sell |
-983
| Closed | -$229K | – | 45 |
|
|
2017
Q2 | $229K | Buy |
+983
| New | +$229K | 0.11% | 42 |
|