KLR Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $365K | Sell |
2,980
-10
| -0.3% | -$1.22K | 0.26% | 109 |
|
|
2023
Q4 | $334K | Sell |
2,990
-200
| -6% | -$22.3K | 0.24% | 130 |
|
|
2023
Q3 | $205K | Sell |
3,190
-260
| -8% | -$16.7K | 0.19% | 168 |
|
|
2023
Q2 | $299K | Buy |
3,450
+260
| +8% | +$22.6K | 0.25% | 136 |
|
|
2023
Q1 | $205K | Buy |
+3,190
| New | +$205K | 0.18% | 168 |
|