TFO Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,660
| Closed | -$144K | – | 944 |
|
|
2023
Q3 | $144K | Buy |
1,660
+840
| +102% | +$72.9K | 0.03% | 54 |
|
|
2023
Q2 | $71.1K | Buy |
+820
| New | +$71.1K | 0.02% | 63 |
|
|
2023
Q1 | – | Sell |
-220
| Closed | -$1.13K | – | 828 |
|
|
2022
Q4 | $1.13K | Buy |
+220
| New | +$1.13K | ﹤0.01% | 340 |
|
|
2022
Q3 | – | Sell |
-80
| Closed | -$4K | – | 166 |
|
|
2022
Q2 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 220 |
|
|
2022
Q1 | – | Sell |
-410
| Closed | -$25K | – | 122 |
|
|
2021
Q4 | $25K | Buy |
+410
| New | +$25K | ﹤0.01% | 75 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$5K | – | 145 |
|
|
2021
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 84 |
|
|
2020
Q1 | – | Sell |
-750
| Closed | -$23K | – | 127 |
|
|
2019
Q4 | $23K | Buy |
+750
| New | +$23K | 0.02% | 92 |
|