Sage Capital Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-60,530
Closed -$2.81M 106
2021
Q1
$2.81M Sell
60,530
-140
-0.2% -$6.49K 1.26% 32
2020
Q4
$2.86M Buy
60,670
+50
+0.1% +$2.35K 1.41% 26
2020
Q3
$2.21M Sell
60,620
-2,930
-5% -$107K 1.35% 29
2020
Q2
$2.01M Buy
63,550
+350
+0.6% +$11K 1.29% 26
2020
Q1
$1.5M Buy
+63,200
New +$1.5M 1.23% 26