Peak Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,820
| Closed | -$331K | – | 55 |
|
|
2023
Q2 | $331K | Buy |
3,820
+90
| +2% | +$7.81K | 0.26% | 54 |
|
|
2023
Q1 | $239K | Sell |
3,730
-260
| -7% | -$16.7K | 0.2% | 54 |
|
|
2022
Q4 | $223K | Buy |
+3,990
| New | +$223K | 0.2% | 60 |
|
|
2022
Q3 | – | Sell |
-8,310
| Closed | -$404K | – | 59 |
|
|
2022
Q2 | $404K | Sell |
8,310
-670
| -7% | -$32.6K | 0.4% | 46 |
|
|
2022
Q1 | $565K | Sell |
8,980
-2,060
| -19% | -$130K | 0.48% | 46 |
|
|
2021
Q4 | $735K | Buy |
11,040
+1,380
| +14% | +$91.9K | 0.57% | 38 |
|
|
2021
Q3 | $468K | Buy |
9,660
+670
| +7% | +$32.5K | 0.41% | 41 |
|
|
2021
Q2 | $429K | Sell |
8,990
-290
| -3% | -$13.8K | 0.37% | 51 |
|
|
2021
Q1 | $430K | Sell |
9,280
-1,780
| -16% | -$82.5K | 0.36% | 50 |
|
|
2020
Q4 | $484K | Buy |
+11,060
| New | +$484K | 0.42% | 45 |
|