SFSG
AVGO icon

Sound Financial Strategies Group’s Broadcom AVGO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,300
Closed -$865K 73
2021
Q4
$865K Sell
1,300
-63
-5% -$41.9K 0.43% 24
2021
Q3
$661K Buy
1,363
+42
+3% +$20.4K 0.33% 36
2021
Q2
$630K Buy
+1,321
New +$630K 0.31% 42