Freedman Financial Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,850
| Closed | -$372K | – | 36 |
|
|
2022
Q1 | $372K | Hold |
5,850
| – | – | 0.26% | 47 |
|
|
2021
Q4 | $389K | Hold |
5,850
| – | – | 0.27% | 44 |
|
|
2021
Q3 | $284K | Hold |
5,850
| – | – | 0.21% | 47 |
|
|
2021
Q2 | $279K | Sell |
5,850
-1,000
| -15% | -$47.7K | 0.21% | 46 |
|
|
2021
Q1 | $317K | Hold |
6,850
| – | – | 0.26% | 42 |
|
|
2020
Q4 | $300K | Buy |
+6,850
| New | +$300K | 0.27% | 42 |
|