Endurance Wealth Management’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,065
| Closed | -$2.91M | – | 677 |
|
|
2022
Q3 | $2.91M | Hold |
2,065
| – | – | 0.48% | 50 |
|
|
2022
Q2 | $3.1M | Hold |
2,065
| – | – | 0.47% | 55 |
|
|
2022
Q1 | $4.05M | Buy |
+2,065
| New | +$4.05M | 0.52% | 53 |
|
|
2020
Q3 | – | Sell |
-2,645
| Closed | -$2.95M | – | 661 |
|
|
2020
Q2 | $2.95M | Sell |
2,645
-20
| -0.8% | -$22.3K | 0.48% | 56 |
|
|
2020
Q1 | $2.49M | Buy |
+2,665
| New | +$2.49M | 0.48% | 57 |
|