JOYN Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-8,670
| Closed | -$274K | – | 111 |
|
2019
Q4 | $274K | Sell |
8,670
-20
| -0.2% | -$632 | 0.06% | 91 |
|
2019
Q3 | $240K | Sell |
8,690
-60
| -0.7% | -$1.66K | 0.05% | 92 |
|
2019
Q2 | $234K | Buy |
8,750
+680
| +8% | +$18.2K | 0.05% | 103 |
|
2019
Q1 | $243K | Sell |
8,070
-440
| -5% | -$13.2K | 0.06% | 88 |
|
2018
Q4 | $216K | Buy |
8,510
+1,780
| +26% | +$45.2K | 0.05% | 104 |
|
2018
Q3 | $166K | Sell |
6,730
-3,560
| -35% | -$87.8K | 0.03% | 156 |
|
2018
Q2 | $250K | Buy |
10,290
+7,020
| +215% | +$171K | 0.05% | 119 |
|
2018
Q1 | $77K | Buy |
+3,270
| New | +$77K | 0.02% | 350 |
|