Gideon Capital Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-81,970
| Closed | -$1.03M | – | 194 |
|
|
2015
Q3 | $1.03M | Buy |
+81,970
| New | +$1.03M | 0.6% | 58 |
|
|
2015
Q2 | – | Sell |
-88,770
| Closed | -$1.13M | – | 235 |
|
|
2015
Q1 | $1.13M | Buy |
+88,770
| New | +$1.13M | 0.45% | 89 |
|
|
2014
Q2 | – | Sell |
-44,440
| Closed | -$286K | – | 247 |
|
|
2014
Q1 | $286K | Sell |
44,440
-19,840
| -31% | -$128K | 0.16% | 162 |
|
|
2013
Q4 | $340K | Buy |
+64,280
| New | +$340K | 0.2% | 131 |
|