Syntax Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $213K | Sell |
2,560
-150
| -6% | -$12.5K | 0.19% | 165 |
|
|
2023
Q2 | $235K | Sell |
2,710
-990
| -27% | -$85.9K | 0.19% | 147 |
|
|
2023
Q1 | $237K | Sell |
3,700
-530
| -13% | -$34K | 0.18% | 175 |
|
|
2022
Q4 | $237K | Sell |
4,230
-410
| -9% | -$22.9K | 0.2% | 145 |
|
|
2022
Q3 | $206K | Buy |
4,640
+440
| +10% | +$19.5K | 0.18% | 181 |
|
|
2022
Q2 | $204K | Buy |
4,200
+450
| +12% | +$21.9K | 0.17% | 186 |
|
|
2022
Q1 | $236K | Sell |
3,750
-160
| -4% | -$10.1K | 0.2% | 163 |
|
|
2021
Q4 | $260K | Buy |
+3,910
| New | +$260K | 0.19% | 162 |
|