Curi Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,520
| Closed | -$218K | – | 154 |
|
|
2023
Q2 | $218K | Buy |
+2,520
| New | +$218K | 0.03% | 159 |
|
|
2022
Q3 | – | Sell |
-2,370
| Closed | -$115K | – | 228 |
|
|
2022
Q2 | $115K | Sell |
2,370
-440
| -16% | -$21.4K | 0.02% | 160 |
|
|
2022
Q1 | $177K | Buy |
2,810
+750
| +36% | +$47.2K | 0.03% | 121 |
|
|
2021
Q4 | $137K | Buy |
+2,060
| New | +$137K | 0.02% | 128 |
|
|
2021
Q1 | – | Sell |
-1,400
| Closed | -$61K | – | 127 |
|
|
2020
Q4 | $61K | Buy |
+1,400
| New | +$61K | 0.04% | 143 |
|