HVM
Harvest Volatility Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,843
| Closed | -$11.1M | – | 20 |
|
|
2023
Q2 | $11.1M | Sell |
12,843
-2,135
| -14% | -$1.85M | 2.23% | 9 |
|
|
2023
Q1 | $9.49M | Sell |
14,978
-2,109
| -12% | -$1.34M | 1.91% | 9 |
|
|
2022
Q4 | $9.55M | Sell |
17,087
-4,394
| -20% | -$2.46M | 1.93% | 10 |
|
|
2022
Q3 | $9.67M | Sell |
21,481
-725
| -3% | -$326K | 1.67% | 11 |
|
|
2022
Q2 | $10.8M | Sell |
22,206
-3,042
| -12% | -$1.48M | 1.74% | 11 |
|
|
2022
Q1 | $15.9M | Buy |
25,248
+146
| +0.6% | +$91.9K | 1.8% | 9 |
|
|
2021
Q4 | $16.7K | Buy |
25,102
+6,179
| +33% | +$4.11K | ﹤0.01% | 23 |
|
|
2021
Q3 | $9.18M | Buy |
18,923
+7,194
| +61% | +$3.49M | 0.43% | 22 |
|
|
2021
Q2 | $5.59M | Buy |
11,729
+2,864
| +32% | +$1.37M | 0.45% | 26 |
|
|
2021
Q1 | $4.11M | Buy |
8,865
+3,436
| +63% | +$1.59M | 0.38% | 26 |
|
|
2020
Q4 | $2.38M | Buy |
+5,429
| New | +$2.38M | 0.28% | 24 |
|