Pinnacle Private Wealth’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$257K Sell
5,290
-400
-7% -$19.4K 0.1% 223
2022
Q1
$358K Sell
5,690
-3,010
-35% -$189K 0.11% 196
2021
Q4
$579K Buy
+8,700
New +$579K 0.18% 131