Kanaly Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $30K | Hold |
1,670
| – | – | 0.01% | 354 |
|
|
2016
Q3 | $29K | Sell |
1,670
-610
| -27% | -$10.6K | 0.01% | 353 |
|
|
2016
Q2 | $35K | Buy |
+2,280
| New | +$35K | 0.01% | 336 |
|
|
2016
Q1 | – | Sell |
-870
| Closed | -$13K | – | 876 |
|
|
2015
Q4 | $13K | Sell |
870
-90
| -9% | -$1.35K | ﹤0.01% | 511 |
|
|
2015
Q3 | $12K | Hold |
960
| – | – | ﹤0.01% | 518 |
|
|
2015
Q2 | $13K | Buy |
960
+550
| +134% | +$7.45K | ﹤0.01% | 517 |
|
|
2015
Q1 | $5K | Hold |
410
| – | – | ﹤0.01% | 510 |
|
|
2014
Q4 | $4K | Sell |
410
-50
| -11% | -$488 | ﹤0.01% | 543 |
|
|
2014
Q3 | $4K | Hold |
460
| – | – | ﹤0.01% | 562 |
|
|
2014
Q2 | $3K | Sell |
460
-1,570
| -77% | -$10.2K | ﹤0.01% | 581 |
|
|
2014
Q1 | $13K | Hold |
2,030
| – | – | ﹤0.01% | 448 |
|
|
2013
Q4 | $11K | Buy |
+2,030
| New | +$11K | ﹤0.01% | 435 |
|