M.D. Sass LLC’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-79,000
| Closed | -$2.01M | – | 53 |
|
|
2018
Q4 | $2.01M | Sell |
79,000
-200,000
| -72% | -$5.09M | 0.34% | 33 |
|
|
2018
Q3 | $6.88M | Sell |
279,000
-893,350
| -76% | -$22M | 0.91% | 27 |
|
|
2018
Q2 | $28.4M | Sell |
1,172,350
-131,420
| -10% | -$3.19M | 3.58% | 9 |
|
|
2018
Q1 | $30.7M | Buy |
+1,303,770
| New | +$30.7M | 3.58% | 10 |
|