Essex Investment Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,150
| Closed | -$184K | – | 396 |
|
|
2022
Q3 | $184K | Hold |
4,150
| – | – | 0.03% | 277 |
|
|
2022
Q2 | $202K | Hold |
4,150
| – | – | 0.03% | 283 |
|
|
2022
Q1 | $261K | Hold |
4,150
| – | – | 0.03% | 291 |
|
|
2021
Q4 | $276K | Hold |
4,150
| – | – | 0.03% | 298 |
|
|
2021
Q3 | $201K | Sell |
4,150
-14,920
| -78% | -$723K | 0.02% | 321 |
|
|
2021
Q2 | $909K | Hold |
19,070
| – | – | 0.11% | 238 |
|
|
2021
Q1 | $884K | Sell |
19,070
-1,550
| -8% | -$71.9K | 0.11% | 243 |
|
|
2020
Q4 | $903K | Sell |
20,620
-5,000
| -20% | -$219K | 0.11% | 238 |
|
|
2020
Q3 | $933K | Hold |
25,620
| – | – | 0.13% | 231 |
|
|
2020
Q2 | $809K | Sell |
25,620
-10,530
| -29% | -$333K | 0.13% | 215 |
|
|
2020
Q1 | $857K | Buy |
36,150
+32,000
| +771% | +$759K | 0.17% | 175 |
|
|
2019
Q4 | $131K | Buy |
+4,150
| New | +$131K | 0.02% | 376 |
|
|
2015
Q2 | – | Sell |
-21,000
| Closed | -$267K | – | 315 |
|
|
2015
Q1 | $267K | Hold |
21,000
| – | – | 0.04% | 286 |
|
|
2014
Q4 | $211K | Buy |
+21,000
| New | +$211K | 0.03% | 308 |
|