Pacific Edge Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,040
| Closed | -$308K | – | 37 |
|
|
2020
Q4 | $308K | Sell |
7,040
-280
| -4% | -$12.3K | 0.16% | 34 |
|
|
2020
Q3 | $267K | Hold |
7,320
| – | – | 0.15% | 34 |
|
|
2020
Q2 | $231K | Buy |
+7,320
| New | +$231K | 0.14% | 34 |
|
|
2020
Q1 | – | Sell |
-8,190
| Closed | -$259K | – | 36 |
|
|
2019
Q4 | $259K | Buy |
+8,190
| New | +$259K | 0.16% | 45 |
|
|
2019
Q2 | – | Sell |
-6,760
| Closed | -$203K | – | 40 |
|
|
2019
Q1 | $203K | Buy |
+6,760
| New | +$203K | 0.12% | 42 |
|