KPW
Kore Private Wealth’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $616K | Buy |
1,387
+28
| +2% | +$12.4K | 0.11% | 113 |
|
|
2022
Q2 | $660K | Sell |
1,359
-78
| -5% | -$37.9K | 0.1% | 134 |
|
|
2022
Q1 | $905K | Buy |
1,437
+69
| +5% | +$43.5K | 0.11% | 127 |
|
|
2021
Q4 | $910K | Sell |
1,368
-1,213
| -47% | -$807K | 0.11% | 124 |
|
|
2021
Q3 | $1.25M | Buy |
2,581
+178
| +7% | +$86.3K | 0.13% | 127 |
|
|
2021
Q2 | $1.15M | Buy |
2,403
+427
| +22% | +$204K | 0.13% | 125 |
|
|
2021
Q1 | $916K | Buy |
1,976
+134
| +7% | +$62.1K | 0.12% | 116 |
|
|
2020
Q4 | $807K | Buy |
1,842
+448
| +32% | +$196K | 0.12% | 115 |
|
|
2020
Q3 | $508K | Sell |
1,394
-176
| -11% | -$64.1K | 0.1% | 135 |
|
|
2020
Q2 | $495K | Sell |
1,570
-89
| -5% | -$28.1K | 0.1% | 128 |
|
|
2020
Q1 | $393K | Buy |
1,659
+249
| +18% | +$59K | 0.09% | 132 |
|
|
2019
Q4 | $446K | Sell |
1,410
-269
| -16% | -$85.1K | 0.08% | 146 |
|
|
2019
Q3 | $461K | Sell |
1,679
-37
| -2% | -$10.2K | 0.1% | 135 |
|
|
2019
Q2 | $494K | Buy |
1,716
+41
| +2% | +$11.8K | 0.11% | 131 |
|
|
2019
Q1 | $504K | Sell |
1,675
-1,162
| -41% | -$350K | 0.11% | 122 |
|
|
2018
Q4 | $721K | Buy |
+2,837
| New | +$721K | 0.2% | 97 |
|