Schneider Downs Wealth Management Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,130
| Closed | -$272K | – | 117 |
|
|
2022
Q3 | $272K | Sell |
6,130
-60
| -1% | -$2.66K | 0.08% | 96 |
|
|
2022
Q2 | $301K | Hold |
6,190
| – | – | 0.08% | 97 |
|
|
2022
Q1 | $390K | Sell |
6,190
-360
| -5% | -$22.7K | 0.1% | 88 |
|
|
2021
Q4 | $436K | Sell |
6,550
-30
| -0.5% | -$2K | 0.1% | 89 |
|
|
2021
Q3 | $319K | Sell |
6,580
-10
| -0.2% | -$485 | 0.08% | 104 |
|
|
2021
Q2 | $314K | Buy |
6,590
+80
| +1% | +$3.81K | 0.08% | 99 |
|
|
2021
Q1 | $302K | Buy |
+6,510
| New | +$302K | 0.07% | 97 |
|