OAM
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Optimal Asset Management’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,658
Closed -$523K 397
2020
Q2
$523K Sell
1,658
-8,015
-83% -$2.53M 0.08% 319
2020
Q1
$2.29K Buy
9,673
+1,607
+20% +$381 0.21% 164
2019
Q4
$2.55M Buy
+8,066
New +$2.55M 0.39% 80