Edge Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-150
| Closed | -$10K | – | 129 |
|
|
2021
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 293 |
|
|
2021
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 323 |
|
|
2021
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 322 |
|
|
2021
Q1 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 313 |
|
|
2018
Q4 | – | Sell |
-5,570
| Closed | -$137K | – | 559 |
|
|
2018
Q3 | $137K | Hold |
5,570
| – | – | 0.03% | 175 |
|
|
2018
Q2 | $135K | Buy |
+5,570
| New | +$135K | 0.03% | 171 |
|