Sun Life Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-6,060
| Closed | -$281K | – | 118 |
|
2021
Q1 | $281K | Sell |
6,060
-1,720
| -22% | -$79.8K | 0.02% | 101 |
|
2020
Q4 | $341K | Sell |
7,780
-9,260
| -54% | -$406K | 0.04% | 74 |
|
2020
Q3 | $621K | Buy |
17,040
+14,680
| +622% | +$535K | 0.1% | 64 |
|
2020
Q2 | $74K | Hold |
2,360
| – | – | 0.01% | 133 |
|
2020
Q1 | $56K | Buy |
2,360
+10
| +0.4% | +$237 | 0.01% | 130 |
|
2019
Q4 | $74K | Sell |
2,350
-910
| -28% | -$28.7K | 0.02% | 132 |
|
2019
Q3 | $90K | Buy |
3,260
+40
| +1% | +$1.1K | 0.02% | 247 |
|
2019
Q2 | $93K | Sell |
3,220
-3,540
| -52% | -$102K | 0.02% | 244 |
|
2019
Q1 | $203K | Sell |
6,760
-5,170
| -43% | -$155K | 0.04% | 198 |
|
2018
Q4 | $303K | Buy |
11,930
+90
| +0.8% | +$2.29K | 0.06% | 151 |
|
2018
Q3 | $292K | Buy |
11,840
+710
| +6% | +$17.5K | 0.05% | 178 |
|
2018
Q2 | $270K | Buy |
+11,130
| New | +$270K | 0.04% | 184 |
|