Foresight 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
Q4 | – | Sell |
-21,600
| Closed | -$959K | – | 20 |
|
|
2022
Q3 | $959K | Buy |
21,600
+1,310
| +6% | +$58.2K | 0.22% | 36 |
|
|
2022
Q2 | $986K | Buy |
20,290
+1,330
| +7% | +$64.6K | 0.2% | 41 |
|
|
2022
Q1 | $1.19M | Buy |
18,960
+210
| +1% | +$13.2K | 0.22% | 36 |
|
|
2021
Q4 | $1.25M | Sell |
18,750
-210
| -1% | -$14K | 0.02% | 31 |
|
|
2021
Q3 | $919K | Sell |
18,960
-570
| -3% | -$27.6K | 0.18% | 39 |
|
|
2021
Q2 | $931K | Buy |
19,530
+3,050
| +19% | +$145K | 0.21% | 43 |
|
|
2021
Q1 | $764K | Buy |
16,480
+5,100
| +45% | +$236K | 0.19% | 46 |
|
|
2020
Q4 | $498K | Buy |
11,380
+5,660
| +99% | +$248K | 0.13% | 62 |
|
|
2020
Q3 | $209K | Buy |
+5,720
| New | +$209K | 0.07% | 81 |
|