Sterling Investment Advisors (Pennsylvania)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-150
| Closed | -$9K | – | 555 |
|
|
2022
Q1 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 441 |
|
|
2020
Q3 | – | Sell |
-1,010
| Closed | -$32K | – | 427 |
|
|
2020
Q2 | $32K | Buy |
1,010
+10
| +1% | +$317 | 0.01% | 256 |
|
|
2020
Q1 | $23K | Hold |
1,000
| – | – | 0.01% | 254 |
|
|
2019
Q4 | $31K | Buy |
+1,000
| New | +$31K | 0.01% | 253 |
|