Trellis Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$303K Hold
2023
Q2
$317K Buy
2023
Q1
$234K Buy
2022
Q4
$202K Buy
2022
Q2
Sell
2022
Q1
$204K Sell
2021
Q4
$214K Buy