Swaine & Leidel Wealth Services’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-103,560
Closed -$2.46M 53
2020
Q1
$2.46M Buy
103,560
+12,860
+14% +$305K 2.55% 20
2019
Q4
$2.87M Buy
90,700
+11,910
+15% +$376K 2.39% 25
2019
Q3
$2.18M Buy
78,790
+8,280
+12% +$229K 1.97% 29
2019
Q2
$2.03M Buy
+70,510
New +$2.03M 2.17% 24