SWMG
Signature Wealth Management Group’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,846
| Closed | -$898K | – | 71 |
|
|
2020
Q2 | $898K | Buy |
2,846
+113
| +4% | +$35.7K | 0.69% | 42 |
|
|
2020
Q1 | $648K | Buy |
2,733
+390
| +17% | +$92.5K | 0.57% | 52 |
|
|
2019
Q4 | $740K | Buy |
2,343
+46
| +2% | +$14.5K | 0.47% | 56 |
|
|
2019
Q3 | $634K | Sell |
2,297
-74
| -3% | -$20.4K | 0.42% | 56 |
|
|
2019
Q2 | $670K | Sell |
2,371
-29
| -1% | -$8.2K | 0.45% | 54 |
|
|
2019
Q1 | $722K | Buy |
2,400
+11
| +0.5% | +$3.31K | 0.51% | 44 |
|
|
2018
Q4 | $607K | Buy |
2,389
+44
| +2% | +$11.2K | 0.47% | 45 |
|
|
2018
Q3 | $496K | Buy |
2,345
+543
| +30% | +$115K | 0.37% | 59 |
|
|
2018
Q2 | $437K | Buy |
1,802
+124
| +7% | +$30.1K | 0.32% | 57 |
|
|
2018
Q1 | $395K | Buy |
1,678
+87
| +5% | +$20.5K | 0.3% | 60 |
|
|
2017
Q4 | $409K | Buy |
+1,591
| New | +$409K | 0.3% | 51 |
|