Squar Milner Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-15,980
| Closed | -$504K | – | 16 |
|
|
2020
Q2 | $504K | Hold |
15,980
| – | – | 0.29% | 96 |
|
|
2020
Q1 | $378K | Buy |
15,980
+950
| +6% | +$22.5K | 0.23% | 101 |
|
|
2019
Q4 | $474K | Buy |
15,030
+5,860
| +64% | +$185K | 0.24% | 96 |
|
|
2019
Q3 | $334K | Sell |
9,170
-6,480
| -41% | -$236K | 0.17% | 144 |
|
|
2019
Q2 | $451K | Buy |
15,650
+5,520
| +54% | +$159K | 0.3% | 78 |
|
|
2019
Q1 | $304K | Hold |
10,130
| – | – | 0.22% | 109 |
|
|
2018
Q4 | $258K | Hold |
10,130
| – | – | 0.25% | 103 |
|
|
2018
Q3 | $250K | Buy |
10,130
+1,880
| +23% | +$46.4K | 0.23% | 120 |
|
|
2018
Q2 | $200K | Buy |
+8,250
| New | +$200K | 0.18% | 157 |
|
|
2018
Q1 | – | Sell |
-8,810
| Closed | -$216K | – | 163 |
|
|
2017
Q4 | $216K | Buy |
+8,810
| New | +$216K | 0.26% | 136 |
|