Sageworth Trust’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,390
| Closed | -$384K | – | 110 |
|
|
2024
Q2 | $384K | Buy |
+2,390
| New | +$384K | 0.02% | 85 |
|
|
2023
Q2 | – | Sell |
-610
| Closed | -$39.1K | – | 110 |
|
|
2023
Q1 | $39.1K | Buy |
+610
| New | +$39.1K | ﹤0.01% | 153 |
|
|
2021
Q1 | – | Sell |
-870
| Closed | -$38K | – | 277 |
|
|
2020
Q4 | $38K | Buy |
+870
| New | +$38K | ﹤0.01% | 131 |
|