LWM
LBA Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $86K | Buy |
392
+120
| +44% | +$26.3K | 0.05% | 158 |
|
|
2016
Q4 | $48K | Buy |
272
+198
| +268% | +$34.9K | 0.03% | 193 |
|
|
2016
Q3 | $13K | Hold |
74
| – | – | 0.01% | 299 |
|
|
2016
Q2 | $11K | Hold |
74
| – | – | 0.01% | 303 |
|
|
2016
Q1 | $11K | Buy |
74
+2
| +3% | +$297 | 0.01% | 289 |
|
|
2015
Q4 | $10K | Buy |
+72
| New | +$10K | 0.01% | 291 |
|