Optimum Investment Advisors’s BROADCOM CORP CL-A BRCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,890
| Closed | -$225K | – | 294 |
|
|
2015
Q4 | $225K | Hold |
3,890
| – | – | 0.09% | 245 |
|
|
2015
Q3 | $200K | Buy |
+3,890
| New | +$200K | 0.08% | 256 |
|
|
2015
Q1 | $171K | Sell |
3,940
-415
| -10% | -$18K | 0.05% | 311 |
|
|
2014
Q4 | $188K | Sell |
4,355
-235
| -5% | -$10.1K | 0.06% | 276 |
|
|
2014
Q3 | $185K | Buy |
4,590
+150
| +3% | +$6.05K | 0.06% | 269 |
|
|
2014
Q2 | $165K | Sell |
4,440
-45
| -1% | -$1.67K | 0.05% | 286 |
|
|
2014
Q1 | $141K | Hold |
4,485
| – | – | 0.05% | 264 |
|
|
2013
Q4 | $133K | Sell |
4,485
-650
| -13% | -$19.3K | 0.05% | 261 |
|
|
2013
Q3 | $134K | Buy |
+5,135
| New | +$134K | 0.06% | 252 |
|