LWP
Legacy Wealth Partners’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,151
| Closed | -$1.46M | – | 92 |
|
|
2021
Q1 | $1.46M | Sell |
3,151
-4
| -0.1% | -$1.86K | 0.86% | 20 |
|
|
2020
Q4 | $1.38M | Buy |
3,155
+230
| +8% | +$101K | 0.87% | 24 |
|
|
2020
Q3 | $1.07M | Buy |
2,925
+581
| +25% | +$212K | 0.75% | 26 |
|
|
2020
Q2 | $740K | Buy |
+2,344
| New | +$740K | 0.56% | 37 |
|