First Western Capital Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,240
| Closed | -$311K | – | 27 |
|
|
2018
Q4 | $311K | Sell |
12,240
-6,100
| -33% | -$155K | 2.82% | 21 |
|
|
2018
Q3 | $452K | Sell |
18,340
-1,260
| -6% | -$31.1K | 2.03% | 24 |
|
|
2018
Q2 | $475K | Buy |
19,600
+760
| +4% | +$18.4K | 2.15% | 27 |
|
|
2018
Q1 | $444K | Sell |
18,840
-3,000
| -14% | -$70.7K | 2.11% | 23 |
|
|
2017
Q4 | $561K | Hold |
21,840
| – | – | 0.32% | 58 |
|
|
2017
Q3 | $530K | Sell |
21,840
-2,360
| -10% | -$57.3K | 0.32% | 58 |
|
|
2017
Q2 | $564K | Sell |
24,200
-6,460
| -21% | -$151K | 0.34% | 63 |
|
|
2017
Q1 | $671K | Sell |
30,660
-32,600
| -52% | -$713K | 0.41% | 61 |
|
|
2016
Q4 | $1.12M | Sell |
63,260
-198,500
| -76% | -$3.51M | 0.61% | 52 |
|
|
2016
Q3 | $4.52M | Buy |
261,760
+2,220
| +0.9% | +$38.3K | 1.76% | 15 |
|
|
2016
Q2 | $4.03M | Sell |
259,540
-82,810
| -24% | -$1.29M | 1.47% | 23 |
|
|
2016
Q1 | $5.29M | Buy |
342,350
+4,410
| +1% | +$68.1K | 1.88% | 14 |
|
|
2015
Q4 | $4.91M | Buy |
337,940
+5,440
| +2% | +$79K | 1.53% | 14 |
|
|
2015
Q3 | $4.16M | Buy |
332,500
+27,600
| +9% | +$345K | 1.39% | 18 |
|
|
2015
Q2 | $4.05M | Sell |
304,900
-52,110
| -15% | -$693K | 1.3% | 17 |
|
|
2015
Q1 | $4.53M | Sell |
357,010
-25,180
| -7% | -$320K | 1.36% | 20 |
|
|
2014
Q4 | $3.84M | Sell |
382,190
-35,500
| -8% | -$357K | 1.13% | 32 |
|
|
2014
Q3 | $3.63M | Sell |
417,690
-8,970
| -2% | -$78K | 1.07% | 34 |
|
|
2014
Q2 | $3.08M | Sell |
426,660
-3,400
| -0.8% | -$24.5K | 1.01% | 37 |
|
|
2014
Q1 | $2.77M | Sell |
430,060
-44,390
| -9% | -$286K | 0.98% | 34 |
|
|
2013
Q4 | $2.51M | Buy |
+474,450
| New | +$2.51M | 0.87% | 40 |
|