TIAM2
Tru Independence Asset Management 2’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $400K | Buy |
+623
| New | +$400K | 0.4% | 48 |
|
|
2022
Q3 | $292K | Sell |
657
-47
| -7% | -$20.9K | 0.31% | 47 |
|
|
2022
Q2 | $342K | Sell |
704
-1,353
| -66% | -$657K | 0.28% | 46 |
|
|
2022
Q1 | $1.3M | Sell |
2,057
-606
| -23% | -$382K | 0.74% | 26 |
|
|
2021
Q4 | $1.77M | Buy |
2,663
+168
| +7% | +$112K | 0.94% | 23 |
|
|
2021
Q3 | $1.21M | Sell |
2,495
-489
| -16% | -$237K | 0.86% | 25 |
|
|
2021
Q2 | $1.42M | Buy |
2,984
+76
| +3% | +$36.2K | 0.97% | 26 |
|
|
2021
Q1 | $1.35M | Buy |
2,908
+199
| +7% | +$92.2K | 1.07% | 23 |
|
|
2020
Q4 | $1.19M | Buy |
+2,709
| New | +$1.19M | 1% | 21 |
|