Halpern Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.1K | Buy |
+24
| New | +$4.1K | ﹤0.01% | 190 |
|
|
2022
Q4 | – | Sell |
-130
| Closed | -$5.77K | – | 203 |
|
|
2022
Q3 | $5.77K | Buy |
+130
| New | +$5.77K | ﹤0.01% | 158 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$2.66K | – | 227 |
|
|
2021
Q4 | $2.66K | Hold |
40
| – | – | ﹤0.01% | 220 |
|
|
2021
Q3 | $1.94K | Buy |
+40
| New | +$1.94K | ﹤0.01% | 237 |
|
|
2020
Q3 | – | Sell |
-60
| Closed | -$1.89K | – | 208 |
|
|
2020
Q2 | $1.89K | Buy |
+60
| New | +$1.89K | ﹤0.01% | 152 |
|