Rockefeller Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $5.29M | Buy |
206,070
+114,750
| +126% | +$2.95M | 0.08% | 133 |
|
|
2017
Q3 | $2.22M | Buy |
91,320
+42,900
| +89% | +$1.04M | 0.04% | 147 |
|
|
2017
Q2 | $1.13M | Sell |
48,420
-500
| -1% | -$11.6K | 0.02% | 178 |
|
|
2017
Q1 | $1.07M | Hold |
48,920
| – | – | 0.02% | 183 |
|
|
2016
Q4 | $865K | Buy |
48,920
+500
| +1% | +$8.84K | 0.02% | 206 |
|
|
2016
Q3 | $835K | Hold |
48,420
| – | – | 0.02% | 201 |
|
|
2016
Q2 | $752K | Sell |
48,420
-680
| -1% | -$10.6K | 0.02% | 217 |
|
|
2016
Q1 | $759K | Buy |
49,100
+47,910
| +4,026% | +$741K | 0.01% | 209 |
|
|
2015
Q4 | $17K | Hold |
1,190
| – | – | ﹤0.01% | 483 |
|
|
2015
Q3 | $15K | Buy |
+1,190
| New | +$15K | ﹤0.01% | 464 |
|