Lenox Wealth Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$444K Sell
2020
Q1
$358K Buy
2019
Q4
$438K Buy
2019
Q3
$366K Buy
2019
Q2
$217K Buy
2019
Q1
$149K Buy
2018
Q4
$20K Sell
2018
Q3
$8K Buy
2018
Q2
$25K Sell
2018
Q1
$45K Hold
2017
Q4
$45K Buy
2017
Q3
$40K Sell
2017
Q2
$627K Buy