TrueWealth LLC’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $10K | Hold |
310
| – | – | ﹤0.01% | 464 |
|
|
2020
Q1 | $7K | Hold |
310
| – | – | ﹤0.01% | 494 |
|
|
2019
Q4 | $10K | Buy |
+310
| New | +$10K | ﹤0.01% | 457 |
|
|
2019
Q2 | – | Sell |
-500
| Closed | -$15K | – | 722 |
|
|
2019
Q1 | $15K | Hold |
500
| – | – | 0.01% | 401 |
|
|
2018
Q4 | $13K | Hold |
500
| – | – | 0.01% | 404 |
|
|
2018
Q3 | $12K | Sell |
500
-50
| -9% | -$1.2K | 0.01% | 446 |
|
|
2018
Q2 | $13K | Buy |
+550
| New | +$13K | 0.01% | 438 |
|
|
2018
Q1 | – | Sell |
-3,860
| Closed | -$99K | – | 812 |
|
|
2017
Q4 | $99K | Buy |
+3,860
| New | +$99K | 0.05% | 212 |
|