Integrated Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-320
| Closed | -$6K | – | 286 |
|
|
2016
Q3 | $6K | Hold |
320
| – | – | ﹤0.01% | 858 |
|
|
2016
Q2 | $5K | Buy |
320
+270
| +540% | +$4.22K | ﹤0.01% | 903 |
|
|
2016
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1062 |
|
|
2015
Q2 | – | Sell |
-210
| Closed | -$2K | – | 1352 |
|
|
2015
Q1 | $2K | Buy |
+210
| New | +$2K | ﹤0.01% | 1074 |
|