TA
Trellis Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-365
| Closed | -$303K | – | 9 |
|
|
2023
Q3 | $303K | Hold |
365
| – | – | 0.14% | 63 |
|
|
2023
Q2 | $317K | Buy |
365
+1
| +0.3% | +$867 | 0.14% | 66 |
|
|
2023
Q1 | $234K | Buy |
364
+2
| +0.6% | +$1.28K | 0.11% | 77 |
|
|
2022
Q4 | $202K | Buy |
+362
| New | +$202K | 0.11% | 82 |
|
|
2022
Q2 | – | Sell |
-321
| Closed | -$204K | – | 77 |
|
|
2022
Q1 | $204K | Sell |
321
-1
| -0.3% | -$636 | 0.1% | 79 |
|
|
2021
Q4 | $214K | Buy |
+322
| New | +$214K | 0.1% | 82 |
|