Ground Swell Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,740
| Closed | -$209K | – | 60 |
|
|
2022
Q4 | $209K | Sell |
3,740
-28,060
| -88% | -$1.57M | 0.93% | 35 |
|
|
2022
Q3 | $1.41M | Buy |
+31,800
| New | +$1.41M | 4.02% | 3 |
|
|
2022
Q1 | – | Sell |
-8,240
| Closed | -$548K | – | 72 |
|
|
2021
Q4 | $548K | Buy |
+8,240
| New | +$548K | 3.18% | 4 |
|
|
2021
Q1 | – | Sell |
-5,210
| Closed | -$228K | – | 104 |
|
|
2020
Q4 | $228K | Buy |
+5,210
| New | +$228K | 0.87% | 36 |
|
|
2014
Q3 | $37K | Buy |
4,230
+1,430
| +51% | +$12.5K | 0.07% | 289 |
|
|
2014
Q2 | $20K | Buy |
+2,800
| New | +$20K | 0.04% | 401 |
|