SM
Southport Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,450
| Closed | -$577K | – | 24 |
|
|
2018
Q1 | $577K | Hold |
2,450
| – | – | 2% | 25 |
|
|
2017
Q4 | $629K | Sell |
2,450
-2,550
| -51% | -$655K | 1.54% | 28 |
|
|
2017
Q3 | $1.21M | Sell |
5,000
-2,000
| -29% | -$485K | 3.23% | 9 |
|
|
2017
Q2 | $1.63M | Sell |
7,000
-2,500
| -26% | -$583K | 4.38% | 12 |
|
|
2017
Q1 | $2.08M | Sell |
9,500
-12,500
| -57% | -$2.74M | 4.51% | 9 |
|
|
2016
Q4 | $3.89M | Hold |
22,000
| – | – | 5.21% | 4 |
|
|
2016
Q3 | $3.8M | Buy |
22,000
+6,000
| +38% | +$1.04M | 7.4% | 2 |
|
|
2016
Q2 | $2.49M | Buy |
16,000
+5,000
| +45% | +$777K | 4.99% | 3 |
|
|
2016
Q1 | $1.7M | Buy |
+11,000
| New | +$1.7M | 2.81% | 13 |
|