LFM
Lumina Fund Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,000
| Closed | -$1.66M | – | 11 |
|
|
2023
Q3 | $1.66M | Hold |
2,000
| – | – | 0.57% | 6 |
|
|
2023
Q2 | $1.74M | Hold |
2,000
| – | – | 0.74% | 7 |
|
|
2023
Q1 | $1.28M | Hold |
2,000
| – | – | 0.6% | 11 |
|
|
2022
Q4 | $1.12M | Hold |
2,000
| – | – | 0.42% | 13 |
|
|
2022
Q3 | $888K | Hold |
2,000
| – | – | 0.34% | 15 |
|
|
2022
Q2 | $972K | Hold |
2,000
| – | – | 0.37% | 15 |
|
|
2022
Q1 | $1.26M | Sell |
2,000
-1,000
| -33% | -$630K | 0.4% | 14 |
|
|
2021
Q4 | $2M | Hold |
3,000
| – | – | 0.62% | 9 |
|
|
2021
Q3 | $1.46M | Hold |
3,000
| – | – | 0.52% | 9 |
|
|
2021
Q2 | $1.43M | Hold |
3,000
| – | – | 0.66% | 11 |
|
|
2021
Q1 | $1.39M | Hold |
3,000
| – | – | 0.53% | 11 |
|
|
2020
Q4 | $1.31M | Hold |
3,000
| – | – | 0.54% | 11 |
|
|
2020
Q3 | $1.09M | Hold |
3,000
| – | – | 0.66% | 13 |
|
|
2020
Q2 | $947K | Hold |
3,000
| – | – | 0.55% | 13 |
|
|
2020
Q1 | $711K | Buy |
+3,000
| New | +$711K | 0.4% | 13 |
|