KWILP
Kiwi Wealth Investments Limited Partnership’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-35,748
| Closed | -$31M | – | 60 |
|
|
2023
Q2 | $31M | Sell |
35,748
-1,282
| -3% | -$1.11M | 1.92% | 8 |
|
|
2023
Q1 | $23.8M | Buy |
37,030
+1,882
| +5% | +$1.21M | 1.54% | 14 |
|
|
2022
Q4 | $19.7M | Buy |
35,148
+9,106
| +35% | +$5.09M | 1.31% | 17 |
|
|
2022
Q3 | $12.7M | Hold |
26,042
| – | – | 0.88% | 28 |
|
|
2022
Q2 | $12.7M | Buy |
26,042
+11,040
| +74% | +$5.36M | 0.88% | 28 |
|
|
2022
Q1 | $9.45M | Buy |
15,002
+689
| +5% | +$434K | 0.51% | 48 |
|
|
2021
Q4 | $9.52M | Sell |
14,313
-38
| -0.3% | -$25.3K | 0.45% | 61 |
|
|
2021
Q3 | $6.96M | Buy |
14,351
+11,569
| +416% | +$5.61M | 0.35% | 73 |
|
|
2021
Q2 | $1.33M | Buy |
+2,782
| New | +$1.33M | 0.07% | 184 |
|
|
2019
Q4 | – | Sell |
-4,803
| Closed | -$1.33M | – | 179 |
|
|
2019
Q3 | $1.33M | Sell |
4,803
-10,334
| -68% | -$2.85M | 0.11% | 163 |
|
|
2019
Q2 | $4.36M | Buy |
15,137
+1,323
| +10% | +$381K | 0.38% | 79 |
|
|
2019
Q1 | $4.15M | Sell |
13,814
-641
| -4% | -$193K | 0.38% | 83 |
|
|
2018
Q4 | $3.68M | Buy |
+14,455
| New | +$3.68M | 0.39% | 81 |
|
|
2018
Q1 | – | Sell |
-14,321
| Closed | -$3.68M | – | 167 |
|
|
2017
Q4 | $3.68M | Buy |
+14,321
| New | +$3.68M | 0.4% | 73 |
|
|
2016
Q1 | – | Sell |
-27,963
| Closed | -$4.06M | – | 107 |
|
|
2015
Q4 | $4.06M | Buy |
+27,963
| New | +$4.06M | 0.45% | 72 |
|