Thrax Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
$20.7M Buy
1,172,570
+130,820
+13% +$2.31M 3.79% 3
2016
Q3
$18M Buy
1,041,750
+410,970
+65% +$7.09M 6.42% 4
2016
Q2
$9.8M Sell
630,780
-597,750
-49% -$9.29M 1.51% 12
2016
Q1
$19M Buy
1,228,530
+693,530
+130% +$10.7M 2.96% 9
2015
Q4
$7.77M Buy
+535,000
New +$7.77M 1.6% 16