Kelly Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-160
| Closed | -$25.6K | – | 157 |
|
|
2024
Q2 | $25.6K | Hold |
160
| – | – | 0.01% | 298 |
|
|
2024
Q1 | $21K | Hold |
160
| – | – | 0.01% | 318 |
|
|
2023
Q4 | $17.7K | Hold |
160
| – | – | 0.01% | 324 |
|
|
2023
Q3 | $13.1K | Buy |
160
+20
| +14% | +$1.64K | 0.01% | 336 |
|
|
2023
Q2 | $11.9K | Hold |
140
| – | – | 0.01% | 338 |
|
|
2023
Q1 | $8.76K | Sell |
140
-50
| -26% | -$3.13K | ﹤0.01% | 369 |
|
|
2022
Q4 | $10.4K | Buy |
190
+10
| +6% | +$546 | 0.01% | 327 |
|
|
2022
Q3 | $8.19K | Hold |
180
| – | – | ﹤0.01% | 343 |
|
|
2022
Q2 | $8.9K | Buy |
180
+10
| +6% | +$495 | ﹤0.01% | 335 |
|
|
2022
Q1 | $10.8K | Hold |
170
| – | – | ﹤0.01% | 332 |
|
|
2021
Q4 | $11.4K | Buy |
170
+50
| +42% | +$3.36K | 0.01% | 325 |
|
|
2021
Q3 | $5.85K | Sell |
120
-57,010
| -100% | -$2.78M | ﹤0.01% | 398 |
|
|
2021
Q2 | $12K | Buy |
57,130
+57,010
| +47,508% | +$12K | ﹤0.01% | 571 |
|
|
2021
Q1 | $5.51K | Hold |
120
| – | – | ﹤0.01% | 387 |
|
|
2020
Q4 | $5.17K | Hold |
120
| – | – | ﹤0.01% | 360 |
|
|
2020
Q3 | $4.26K | Hold |
120
| – | – | ﹤0.01% | 352 |
|
|
2020
Q2 | $3.66K | Buy |
120
+10
| +9% | +$305 | ﹤0.01% | 371 |
|
|
2020
Q1 | $2.72K | Hold |
110
| – | – | ﹤0.01% | 361 |
|
|
2019
Q4 | $3.58K | Hold |
110
| – | – | ﹤0.01% | 348 |
|
|
2019
Q3 | $3.07K | Hold |
110
| – | – | ﹤0.01% | 352 |
|
|
2019
Q2 | $3.17K | Buy |
+110
| New | +$3.17K | ﹤0.01% | 340 |
|