Oakwood Capital Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-137,930
| Closed | -$3.35M | – | 46 |
|
|
2018
Q2 | $3.35M | Sell |
137,930
-120,370
| -47% | -$2.92M | 1.41% | 35 |
|
|
2018
Q1 | $6.09M | Sell |
258,300
-200
| -0.1% | -$4.71K | 2.6% | 14 |
|
|
2017
Q4 | $6.64M | Sell |
258,500
-80,950
| -24% | -$2.08M | 1.47% | 23 |
|
|
2017
Q3 | $8.23M | Buy |
339,450
+100
| +0% | +$2.43K | 1.92% | 15 |
|
|
2017
Q2 | $7.91M | Sell |
339,350
-13,850
| -4% | -$323K | 1.95% | 14 |
|
|
2017
Q1 | $7.73M | Buy |
353,200
+150
| +0% | +$3.29K | 1.93% | 14 |
|
|
2016
Q4 | $6.24M | Buy |
353,050
+112,850
| +47% | +$1.99M | 1.6% | 21 |
|
|
2016
Q3 | $4.14M | Buy |
+240,200
| New | +$4.14M | 1.06% | 42 |
|