SWS
SYSTM Wealth Solutions’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5K | Sell |
29
-3,794
| -99% | -$655K | 0.15% | 40 |
|
|
2024
Q2 | $6.14M | Sell |
3,823
-1,084
| -22% | -$1.74M | 1.37% | 19 |
|
|
2024
Q1 | $6.5M | Buy |
4,907
+113
| +2% | +$150K | 0.82% | 24 |
|
|
2023
Q4 | $5.35M | Sell |
4,794
-277
| -5% | -$309K | 0.74% | 28 |
|
|
2023
Q3 | $4.21M | Buy |
5,071
+167
| +3% | +$139K | 0.65% | 35 |
|
|
2023
Q2 | $4.25M | Buy |
4,904
+617
| +14% | +$535K | 0.58% | 38 |
|
|
2023
Q1 | $2.75M | Sell |
4,287
-2,335
| -35% | -$1.5M | 0.42% | 58 |
|
|
2022
Q4 | $3.7M | Buy |
+6,622
| New | +$3.7M | 0.46% | 56 |
|