Mosaic Family Wealth’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,710
| Closed | -$81K | – | 197 |
|
|
2019
Q1 | $81K | Buy |
2,710
+100
| +4% | +$2.99K | 0.03% | 264 |
|
|
2018
Q4 | $66K | Buy |
2,610
+650
| +33% | +$16.4K | 0.03% | 276 |
|
|
2018
Q3 | $44K | Hold |
1,960
| – | – | 0.02% | 336 |
|
|
2018
Q2 | $48K | Sell |
1,960
-140
| -7% | -$3.43K | 0.02% | 314 |
|
|
2018
Q1 | $49K | Sell |
2,100
-2,600
| -55% | -$60.7K | 0.02% | 313 |
|
|
2017
Q4 | $121K | Sell |
4,700
-8,940
| -66% | -$230K | 0.04% | 213 |
|
|
2017
Q3 | $331K | Buy |
13,640
+1,080
| +9% | +$26.2K | 0.13% | 130 |
|
|
2017
Q2 | $293K | Sell |
12,560
-70
| -0.6% | -$1.63K | 0.12% | 133 |
|
|
2017
Q1 | $277K | Sell |
12,630
-490
| -4% | -$10.7K | 0.12% | 140 |
|
|
2016
Q4 | $232K | Sell |
13,120
-1,830
| -12% | -$32.4K | 0.11% | 155 |
|
|
2016
Q3 | $258K | Sell |
14,950
-350
| -2% | -$6.04K | 0.12% | 143 |
|
|
2016
Q2 | $238K | Sell |
15,300
-1,910
| -11% | -$29.7K | 0.12% | 147 |
|
|
2016
Q1 | $265K | Buy |
+17,210
| New | +$265K | 0.13% | 123 |
|