Next Financial Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.13M | Buy |
32,070
+7,730
| +32% | +$514K | 0.14% | 159 |
|
|
2021
Q3 | $1.18M | Sell |
24,340
-2,550
| -9% | -$124K | 0.09% | 237 |
|
|
2021
Q2 | $1.28M | Buy |
26,890
+1,060
| +4% | +$50.5K | 0.1% | 213 |
|
|
2021
Q1 | $1.2M | Sell |
25,830
-1,200
| -4% | -$55.6K | 0.11% | 213 |
|
|
2020
Q4 | $1.18M | Buy |
27,030
+8,150
| +43% | +$357K | 0.11% | 185 |
|
|
2020
Q3 | $688K | Buy |
18,880
+5,040
| +36% | +$184K | 0.07% | 263 |
|
|
2020
Q2 | $437K | Sell |
13,840
-2,550
| -16% | -$80.5K | 0.05% | 320 |
|
|
2020
Q1 | $389K | Buy |
16,390
+1,800
| +12% | +$42.7K | 0.05% | 332 |
|
|
2019
Q4 | $462K | Sell |
14,590
-41,870
| -74% | -$1.33M | 0.05% | 391 |
|
|
2019
Q3 | $1.57M | Sell |
56,460
-22,040
| -28% | -$614K | 0.17% | 143 |
|
|
2019
Q2 | $2.26M | Buy |
78,500
+73,400
| +1,439% | +$2.11M | 0.24% | 95 |
|
|
2019
Q1 | $154K | Sell |
5,100
-13,980
| -73% | -$422K | 0.04% | 430 |
|
|
2018
Q4 | $485K | Buy |
19,080
+9,290
| +95% | +$236K | 0.1% | 223 |
|
|
2018
Q3 | $242K | Buy |
+9,790
| New | +$242K | 0.11% | 179 |
|
|
2018
Q2 | – | Sell |
-11,330
| Closed | -$267K | – | 293 |
|
|
2018
Q1 | $267K | Buy |
11,330
+360
| +3% | +$8.48K | 0.06% | 327 |
|
|
2017
Q4 | $282K | Sell |
10,970
-12,460
| -53% | -$320K | 0.12% | 202 |
|
|
2017
Q3 | $581K | Buy |
23,430
+380
| +2% | +$9.42K | 0.16% | 144 |
|
|
2017
Q2 | $537K | Sell |
23,050
-1,970
| -8% | -$45.9K | 0.13% | 174 |
|
|
2017
Q1 | $552K | Buy |
25,020
+620
| +3% | +$13.7K | 0.15% | 145 |
|
|
2016
Q4 | $431K | Buy |
24,400
+1,690
| +7% | +$29.9K | 0.08% | 289 |
|
|
2016
Q3 | $392K | Buy |
22,710
+2,350
| +12% | +$40.6K | 0.07% | 290 |
|
|
2016
Q2 | $316K | Buy |
20,360
+5,160
| +34% | +$80.1K | 0.1% | 208 |
|
|
2016
Q1 | $234K | Buy |
15,200
+3,140
| +26% | +$48.3K | 0.08% | 247 |
|
|
2015
Q4 | $175K | Buy |
12,060
+250
| +2% | +$3.63K | 0.07% | 309 |
|
|
2015
Q3 | $147K | Buy |
11,810
+2,500
| +27% | +$31.1K | 0.05% | 346 |
|
|
2015
Q2 | $123K | Hold |
9,310
| – | – | 0.04% | 411 |
|
|
2015
Q1 | $118K | Sell |
9,310
-1,000
| -10% | -$12.7K | 0.04% | 424 |
|
|
2014
Q4 | $104K | Sell |
10,310
-600
| -5% | -$6.05K | 0.03% | 437 |
|
|
2014
Q3 | $95K | Buy |
+10,910
| New | +$95K | 0.02% | 676 |
|