Rikoon Group’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$990K Buy
21,350
+750
+4% +$34.8K 0.26% 89
2020
Q4
$902K Buy
20,600
+2,400
+13% +$105K 0.25% 91
2020
Q3
$663K Sell
18,200
-1,030
-5% -$37.5K 0.2% 106
2020
Q2
$607K Buy
+19,230
New +$607K 0.2% 103