Johanson Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $497K | Buy |
7,460
+500
| +7% | +$33.3K | 0.15% | 87 |
|
|
2021
Q3 | $337K | Buy |
6,960
+40
| +0.6% | +$1.94K | 0.12% | 95 |
|
|
2021
Q2 | $330K | Buy |
6,920
+1,170
| +20% | +$55.8K | 0.11% | 94 |
|
|
2021
Q1 | $274K | Buy |
+5,750
| New | +$274K | 0.1% | 95 |
|
|
2020
Q1 | – | Sell |
-317,850
| Closed | -$101K | – | 108 |
|
|
2019
Q4 | $101K | Buy |
+317,850
| New | +$101K | ﹤0.01% | 261 |
|