SWM
Strategic Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.5M | Buy |
5,256
+50
| +1% | +$33.3K | 1.73% | 22 |
|
|
2021
Q3 | $2.53M | Buy |
5,206
+648
| +14% | +$314K | 1.31% | 29 |
|
|
2021
Q2 | $2.17M | Sell |
4,558
-218
| -5% | -$104K | 1.17% | 31 |
|
|
2021
Q1 | $2.21M | Hold |
4,776
| – | – | 1.33% | 29 |
|
|
2020
Q4 | $2.09M | Hold |
4,776
| – | – | 1.28% | 32 |
|
|
2020
Q3 | $1.74M | Buy |
+4,776
| New | +$1.74M | 1.3% | 32 |
|
|
2015
Q3 | – | Sell |
-9,940
| Closed | -$1.32M | – | 13 |
|
|
2015
Q2 | $1.32M | Hold |
9,940
| – | – | 1.53% | 18 |
|
|
2015
Q1 | $1.26M | Sell |
9,940
-600
| -6% | -$76.2K | 1.26% | 18 |
|
|
2014
Q4 | $1.06M | Sell |
10,540
-2,771
| -21% | -$279K | 1.03% | 19 |
|
|
2014
Q3 | $1.16M | Buy |
+13,311
| New | +$1.16M | 1.21% | 19 |
|