DFPG Investments’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.9M | Buy |
55,750
+860
| +2% | +$91K | 0.46% | 45 |
|
|
2023
Q3 | $5M | Sell |
54,890
-1,860
| -3% | -$170K | 0.47% | 46 |
|
|
2023
Q2 | $5.12M | Buy |
56,750
+5,140
| +10% | +$463K | 0.46% | 46 |
|
|
2023
Q1 | $3.31M | Buy |
51,610
+4,870
| +10% | +$312K | 0.36% | 65 |
|
|
2022
Q4 | $2.7M | Buy |
46,740
+4,220
| +10% | +$244K | 0.45% | 50 |
|
|
2022
Q3 | $1.91M | Buy |
42,520
+530
| +1% | +$23.8K | 0.81% | 38 |
|
|
2022
Q2 | $2.06M | Buy |
41,990
+270
| +0.6% | +$13.3K | 0.9% | 33 |
|
|
2022
Q1 | $2.45M | Buy |
41,720
+14,690
| +54% | +$862K | 0.95% | 30 |
|
|
2021
Q4 | $1.48M | Sell |
27,030
-310
| -1% | -$17K | 0.62% | 45 |
|
|
2021
Q3 | $1.36M | Sell |
27,340
-850
| -3% | -$42.3K | 0.51% | 58 |
|
|
2021
Q2 | $1.36M | Buy |
28,190
+1,060
| +4% | +$51.3K | 0.52% | 61 |
|
|
2021
Q1 | $1.33M | Buy |
27,130
+1,690
| +7% | +$82.5K | 0.57% | 58 |
|
|
2020
Q4 | $1.13M | Sell |
25,440
-600
| -2% | -$26.7K | 0.52% | 57 |
|
|
2020
Q3 | $955K | Buy |
26,040
+960
| +4% | +$35.2K | 0.51% | 57 |
|
|
2020
Q2 | $785K | Sell |
25,080
-3,300
| -12% | -$103K | 0.48% | 59 |
|
|
2020
Q1 | $731K | Buy |
28,380
+2,630
| +10% | +$67.7K | 0.54% | 55 |
|
|
2019
Q4 | $781K | Buy |
25,750
+15,330
| +147% | +$465K | 0.51% | 59 |
|
|
2019
Q3 | $282K | Sell |
10,420
-1,380
| -12% | -$37.3K | 0.23% | 112 |
|
|
2019
Q2 | $325K | Buy |
11,800
+2,360
| +25% | +$65K | 0.31% | 103 |
|
|
2019
Q1 | $285K | Buy |
9,440
+40
| +0.4% | +$1.21K | 0.31% | 96 |
|
|
2018
Q4 | $239K | Buy |
+9,400
| New | +$239K | 0.32% | 102 |
|