Strategic Wealth Partners Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-28,210
| Closed | -$1.88M | – | 57 |
|
|
2021
Q4 | $1.88M | Buy |
28,210
+840
| +3% | +$55.9K | 0.33% | 26 |
|
|
2021
Q3 | $1.33M | Buy |
+27,370
| New | +$1.33M | 0.25% | 28 |
|
|
2021
Q1 | $1.14M | Sell |
24,660
-690
| -3% | -$32K | 0.23% | 28 |
|
|
2020
Q4 | $1.11M | Buy |
25,350
+720
| +3% | +$31.6K | 0.24% | 27 |
|
|
2020
Q3 | $898K | Sell |
24,630
-1,080
| -4% | -$39.4K | 0.22% | 26 |
|
|
2020
Q2 | $812K | Sell |
25,710
-3,360
| -12% | -$106K | 0.2% | 30 |
|
|
2020
Q1 | $689K | Buy |
+29,070
| New | +$689K | 0.2% | 32 |
|