KM
Kalos Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-36
| Closed | -$23.1K | – | 150 |
|
|
2023
Q1 | $23.1K | Buy |
+36
| New | +$23.1K | 0.05% | 142 |
|
|
2022
Q1 | – | Sell |
-8,786
| Closed | -$4.91M | – | 186 |
|
|
2021
Q4 | $4.91M | Buy |
8,786
+725
| +9% | +$405K | 1.33% | 11 |
|
|
2021
Q3 | $4.51M | Sell |
8,061
-1,094
| -12% | -$611K | 1.27% | 11 |
|
|
2021
Q2 | $4.44M | Buy |
9,155
+112
| +1% | +$54.3K | 1.8% | 5 |
|
|
2021
Q1 | $3.98M | Sell |
9,043
-2,050
| -18% | -$902K | 1.24% | 10 |
|
|
2020
Q4 | $5.26M | Sell |
11,093
-1,336
| -11% | -$633K | 2.25% | 2 |
|
|
2020
Q3 | $4.52M | Sell |
12,429
-1,701
| -12% | -$618K | 2.01% | 5 |
|
|
2020
Q2 | $4.58M | Sell |
14,130
-956
| -6% | -$310K | 1.93% | 4 |
|
|
2020
Q1 | $4.15M | Sell |
15,086
-475
| -3% | -$131K | 1.85% | 5 |
|
|
2019
Q4 | $4.92M | Sell |
15,561
-272
| -2% | -$86K | 1.79% | 9 |
|
|
2019
Q3 | $4.37M | Sell |
15,833
-6,962
| -31% | -$1.92M | 1.74% | 9 |
|
|
2019
Q2 | $5.8M | Buy |
22,795
+5,641
| +33% | +$1.44M | 2.64% | 7 |
|
|
2019
Q1 | $5.16M | Sell |
17,154
-5,643
| -25% | -$1.7M | 3.33% | 2 |
|
|
2018
Q4 | $5.8M | Sell |
22,797
-1,138
| -5% | -$289K | 2.82% | 3 |
|
|
2018
Q3 | $5.86M | Sell |
23,935
-612
| -2% | -$150K | 3.14% | 7 |
|
|
2018
Q2 | $6.07M | Sell |
24,547
-201
| -0.8% | -$49.7K | 2.75% | 1 |
|
|
2018
Q1 | $5.83M | Buy |
24,748
+4,876
| +25% | +$1.15M | 3.45% | 1 |
|
|
2017
Q4 | $5.1M | Sell |
19,872
-526
| -3% | -$135K | 2.4% | 1 |
|
|
2017
Q3 | $4.95M | Buy |
20,398
+884
| +5% | +$214K | 3.18% | 1 |
|
|
2017
Q2 | $4.55M | Sell |
19,514
-214
| -1% | -$49.9K | 4.16% | 1 |
|
|
2017
Q1 | $4.32M | Buy |
19,728
+680
| +4% | +$149K | 3.06% | 1 |
|
|
2016
Q4 | $3.37M | Buy |
19,048
+519
| +3% | +$91.7K | 2.72% | 3 |
|
|
2016
Q3 | $3.2M | Buy |
+18,529
| New | +$3.2M | 2.72% | 2 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 169 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 127 |
|