Tacita Capital’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-680
| Closed | -$75.9K | – | 217 |
|
|
2023
Q4 | $75.9K | Sell |
680
-300
| -31% | -$33.5K | 0.06% | 111 |
|
|
2023
Q3 | $81.4K | Sell |
980
-170
| -15% | -$14.1K | 0.06% | 112 |
|
|
2023
Q2 | $100K | Hold |
1,150
| – | – | 0.07% | 98 |
|
|
2023
Q1 | $74K | Buy |
1,150
+300
| +35% | +$19.3K | 0.06% | 105 |
|
|
2022
Q4 | $48K | Hold |
850
| – | – | 0.04% | 135 |
|
|
2022
Q3 | $38K | Hold |
850
| – | – | 0.03% | 140 |
|
|
2022
Q2 | $41K | Sell |
850
-250
| -23% | -$12.1K | 0.03% | 146 |
|
|
2022
Q1 | $69K | Hold |
1,100
| – | – | 0.04% | 121 |
|
|
2021
Q4 | $73K | Hold |
1,100
| – | – | 0.04% | 111 |
|
|
2021
Q3 | $53K | Hold |
1,100
| – | – | 0.03% | 130 |
|
|
2021
Q2 | $52K | Hold |
1,100
| – | – | 0.03% | 142 |
|
|
2021
Q1 | $51K | Sell |
1,100
-250
| -19% | -$11.6K | 0.03% | 148 |
|
|
2020
Q4 | $59K | Buy |
+1,350
| New | +$59K | 0.04% | 139 |
|