IWA
Intercontinental Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $358K | Sell |
413
-249
| -38% | -$216K | 0.09% | 235 |
|
|
2023
Q1 | $425K | Sell |
662
-2
| -0.3% | -$1.28K | 0.11% | 214 |
|
|
2022
Q4 | $371K | Buy |
664
+10
| +2% | +$5.59K | 0.11% | 206 |
|
|
2022
Q3 | $290K | Buy |
654
+11
| +2% | +$4.88K | 0.09% | 226 |
|
|
2022
Q2 | $312K | Hold |
643
| – | – | 0.08% | 222 |
|
|
2022
Q1 | $405K | Hold |
643
| – | – | 0.09% | 203 |
|
|
2021
Q4 | $428K | Sell |
643
-9
| -1% | -$5.99K | 0.09% | 203 |
|
|
2021
Q3 | $316K | Sell |
652
-6
| -0.9% | -$2.91K | 0.07% | 222 |
|
|
2021
Q2 | $314K | Buy |
658
+19
| +3% | +$9.07K | 0.06% | 231 |
|
|
2021
Q1 | $296K | Buy |
639
+3
| +0.5% | +$1.39K | 0.06% | 213 |
|
|
2020
Q4 | $278K | Sell |
636
-233
| -27% | -$102K | 0.07% | 206 |
|
|
2020
Q3 | $317K | Sell |
869
-10
| -1% | -$3.65K | 0.09% | 156 |
|
|
2020
Q2 | $277K | Sell |
879
-180
| -17% | -$56.7K | 0.09% | 153 |
|
|
2020
Q1 | $251K | Buy |
1,059
+397
| +60% | +$94.1K | 0.13% | 128 |
|
|
2019
Q4 | $210K | Sell |
662
-384
| -37% | -$122K | 0.18% | 100 |
|
|
2019
Q3 | $289K | Buy |
1,046
+866
| +481% | +$239K | 0.18% | 107 |
|
|
2019
Q2 | $52K | Buy |
+180
| New | +$52K | 0.03% | 204 |
|
|
2018
Q2 | – | Sell |
-896
| Closed | -$211K | – | 134 |
|
|
2018
Q1 | $211K | Hold |
896
| – | – | 0.12% | 123 |
|
|
2017
Q4 | $230K | Sell |
896
-213
| -19% | -$54.7K | 0.13% | 123 |
|
|
2017
Q3 | $269K | Buy |
1,109
+187
| +20% | +$45.4K | 0.16% | 101 |
|
|
2017
Q2 | $215K | Buy |
+922
| New | +$215K | 0.14% | 109 |
|