Strategic Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.5M | Buy |
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|
2021
Q3 | $2.52M | Buy |
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|
2021
Q2 | $2.17M | Sell |
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|
2021
Q1 | $2.21M | Hold |
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|
2020
Q4 | $2.09M | Hold |
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|
2020
Q3 | $1.74M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.32M | Hold |
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|
2015
Q1 | $1.26M | Sell |
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|
2014
Q4 | $1.06M | Sell |
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|
2014
Q3 | $1.16M | Buy |
|