Stonehage Fleming 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
Q1 | – | Sell |
-18,920
| Closed | -$593K | – | 177 |
|
|
2019
Q4 | $593K | Hold |
18,920
| – | – | 0.03% | 98 |
|
|
2019
Q3 | $522K | Hold |
18,920
| – | – | 0.02% | 91 |
|
|
2019
Q2 | $545K | Hold |
18,920
| – | – | 0.03% | 84 |
|
|
2019
Q1 | $569 | Hold |
18,920
| – | – | 0.03% | 93 |
|
|
2018
Q4 | $481K | Hold |
18,920
| – | – | 0.03% | 110 |
|
|
2018
Q3 | $467K | Sell |
18,920
-15,900
| -46% | -$392K | 0.03% | 121 |
|
|
2018
Q2 | $845K | Buy |
+34,820
| New | +$845K | 0.04% | 88 |
|