Royal Harbor Partners’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-26,270
Closed -$1.25M 82
2021
Q2
$1.25M Buy
26,270
+840
+3% +$40.1K 0.83% 46
2021
Q1
$1.18M Buy
25,430
+110
+0.4% +$5.1K 0.9% 36
2020
Q4
$1.11M Buy
25,320
+1,970
+8% +$86.3K 0.93% 38
2020
Q3
$851K Sell
23,350
-640
-3% -$23.3K 0.8% 33
2020
Q2
$757K Sell
23,990
-1,770
-7% -$55.9K 0.75% 43
2020
Q1
$611K Buy
+25,760
New +$611K 0.71% 44