Lake Point Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 440 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 372 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 372 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 402 |
|
|
2021
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 410 |
|
|
2020
Q1 | $24K | Buy |
1,010
+930
| +1,163% | +$22.1K | 0.02% | 72 |
|
|
2019
Q4 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 420 |
|
|
2019
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 662 |
|
|
2019
Q1 | $0 | Sell |
10
-7,670
| -100% | – | ﹤0.01% | 676 |
|
|
2018
Q4 | $195K | Buy |
+7,680
| New | +$195K | 0.07% | 156 |
|