Steward Partners Investment Advisory’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,146
| Closed | -$1.61M | – | 3527 |
|
|
2022
Q3 | $1.61M | Buy |
1,146
+282
| +33% | +$449K | 0.03% | 491 |
|
|
2022
Q2 | $1.3M | Buy |
864
+72
| +9% | +$127K | 0.02% | 559 |
|
|
2022
Q1 | $1.55M | Buy |
792
+106
| +15% | +$196K | 0.02% | 556 |
|
|
2021
Q4 | $1.42M | Buy |
+686
| New | +$1.2M | 0.02% | 595 |
|
|
2020
Q2 | – | Sell |
-284
| Closed | -$265K | – | 2794 |
|
|
2020
Q1 | $265K | Buy |
+284
| New | +$303K | 0.01% | 711 |
|