TSWM
BRCM
Triangle Securities Wealth Management’s BROADCOM CORP CL-A BRCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-13,126
| Closed | -$759K | – | 147 |
|
|
2015
Q4 | $759K | Sell |
13,126
-500
| -4% | -$28.9K | 0.51% | 65 |
|
|
2015
Q3 | $701K | Sell |
13,626
-710
| -5% | -$36.5K | 0.53% | 65 |
|
|
2015
Q2 | $738K | Sell |
14,336
-350
| -2% | -$18K | 0.52% | 67 |
|
|
2015
Q1 | $636K | Sell |
14,686
-329
| -2% | -$14.2K | 0.44% | 70 |
|
|
2014
Q4 | $651K | Buy |
15,015
+3,040
| +25% | +$132K | 0.46% | 71 |
|
|
2014
Q3 | $484K | Hold |
11,975
| – | – | 0.37% | 83 |
|
|
2014
Q2 | $445K | Buy |
11,975
+4,390
| +58% | +$163K | 0.34% | 84 |
|
|
2014
Q1 | $263K | Sell |
7,585
-4,330
| -36% | -$150K | 0.24% | 100 |
|
|
2013
Q4 | $353K | Buy |
11,915
+3,865
| +48% | +$115K | 0.29% | 91 |
|
|
2013
Q3 | $209K | Sell |
8,050
-3,440
| -30% | -$89.3K | 0.18% | 116 |
|
|
2013
Q2 | $388K | Buy |
+11,490
| New | +$388K | 0.29% | 87 |
|