Gerstein Fisher’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$1.5M Sell
87,090
-59,900
-41% -$1.03M 0.19% 102
2016
Q2
$2.28M Buy
146,990
+4,250
+3% +$66K 0.3% 64
2016
Q1
$2.21M Buy
142,740
+7,460
+6% +$115K 0.3% 65
2015
Q4
$1.96M Sell
135,280
-1,260
-0.9% -$18.3K 0.27% 73
2015
Q3
$1.71M Buy
136,540
+2,460
+2% +$30.8K 0.26% 80
2015
Q2
$1.78M Buy
134,080
+6,790
+5% +$90.2K 0.29% 73
2015
Q1
$1.62M Buy
127,290
+4,800
+4% +$60.9K 0.27% 85
2014
Q4
$1.23M Buy
122,490
+3,840
+3% +$38.4K 0.2% 105
2014
Q3
$1.03M Buy
+118,650
New +$1.03M 0.18% 110