Seven Bridges Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-35,390
| Closed | -$909K | – | 13 |
|
|
2017
Q4 | $909K | Hold |
35,390
| – | – | 0.74% | 42 |
|
|
2017
Q3 | $858K | Buy |
35,390
+11,940
| +51% | +$289K | 0.72% | 43 |
|
|
2017
Q2 | $547K | Sell |
23,450
-2,800
| -11% | -$65.3K | 0.49% | 59 |
|
|
2017
Q1 | $575K | Sell |
26,250
-1,190
| -4% | -$26.1K | 0.55% | 57 |
|
|
2016
Q4 | $485K | Sell |
27,440
-25,710
| -48% | -$454K | 0.49% | 59 |
|
|
2016
Q3 | $917K | Sell |
53,150
-15,350
| -22% | -$265K | 0.81% | 35 |
|
|
2016
Q2 | $1.06M | Buy |
68,500
+8,880
| +15% | +$138K | 0.91% | 35 |
|
|
2016
Q1 | $921K | Buy |
59,620
+21,060
| +55% | +$325K | 0.73% | 45 |
|
|
2015
Q4 | $560K | Buy |
+38,560
| New | +$560K | 0.56% | 57 |
|