Steward Financial Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $96K | Buy |
1,160
+60
| +5% | +$4.97K | 0.03% | 103 |
|
|
2023
Q2 | $95K | Buy |
1,100
+80
| +8% | +$6.91K | 0.03% | 96 |
|
|
2023
Q1 | $65K | Buy |
1,020
+600
| +143% | +$38.2K | 0.02% | 80 |
|
|
2022
Q4 | $23K | Buy |
+420
| New | +$23K | 0.01% | 108 |
|
|
2022
Q3 | – | Sell |
-240
| Closed | -$11K | – | 158 |
|
|
2022
Q2 | $11K | Buy |
+240
| New | +$11K | 0.01% | 225 |
|