Lenox Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $444K | Sell |
14,070
-1,060
| -7% | -$33.5K | 0.14% | 96 |
|
|
2020
Q1 | $358K | Buy |
15,130
+1,280
| +9% | +$30.3K | 0.12% | 96 |
|
|
2019
Q4 | $438K | Buy |
13,850
+690
| +5% | +$21.8K | 0.12% | 100 |
|
|
2019
Q3 | $366K | Buy |
13,160
+5,680
| +76% | +$158K | 0.11% | 102 |
|
|
2019
Q2 | $217K | Buy |
7,480
+2,540
| +51% | +$73.7K | 0.06% | 130 |
|
|
2019
Q1 | $149K | Buy |
4,940
+4,160
| +533% | +$125K | 0.05% | 141 |
|
|
2018
Q4 | $20K | Sell |
780
-14,670
| -95% | -$376K | 0.01% | 288 |
|
|
2018
Q3 | $8K | Buy |
15,450
+14,430
| +1,415% | +$7.47K | ﹤0.01% | 436 |
|
|
2018
Q2 | $25K | Sell |
1,020
-750
| -42% | -$18.4K | 0.01% | 267 |
|
|
2018
Q1 | $45K | Hold |
1,770
| – | – | 0.01% | 225 |
|
|
2017
Q4 | $45K | Buy |
1,770
+110
| +7% | +$2.8K | 0.01% | 220 |
|
|
2017
Q3 | $40K | Sell |
1,660
-25,260
| -94% | -$609K | 0.01% | 248 |
|
|
2017
Q2 | $627K | Buy |
+26,920
| New | +$627K | 0.25% | 75 |
|