Lucia Wealth Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $823K | Buy |
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|
2020
Q2 | $642K | Sell |
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|
2020
Q1 | $634K | Buy |
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|
2019
Q4 | $811K | Buy |
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|
2019
Q3 | $595K | Buy |
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|
2019
Q2 | $489K | Sell |
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|
2019
Q1 | $869K | Buy |
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|
2018
Q4 | $469K | Sell |
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|
2018
Q3 | $808K | Buy |
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|
2018
Q2 | $444K | Sell |
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|
2018
Q1 | $2.33M | Buy |
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|
2017
Q4 | $1.85M | Buy |
|