USCA RIA’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $4.65M | Buy |
97,500
+2,130
| +2% | +$102K | 0.28% | 106 |
|
|
2021
Q1 | $4.42M | Buy |
95,370
+66,750
| +233% | +$3.09M | 0.29% | 99 |
|
|
2020
Q4 | $1.25M | Sell |
28,620
-83,010
| -74% | -$3.63M | 0.09% | 214 |
|
|
2020
Q3 | $4.07M | Buy |
111,630
+4,750
| +4% | +$173K | 0.32% | 71 |
|
|
2020
Q2 | $3.37M | Buy |
106,880
+9,280
| +10% | +$293K | 0.3% | 76 |
|
|
2020
Q1 | $2.31M | Buy |
97,600
+1,260
| +1% | +$29.9K | 0.27% | 93 |
|
|
2019
Q4 | $3.05M | Sell |
96,340
-107,290
| -53% | -$3.39M | 0.27% | 122 |
|
|
2019
Q3 | $5.62M | Buy |
203,630
+7,700
| +4% | +$213K | 0.55% | 54 |
|
|
2019
Q2 | $5.64M | Sell |
195,930
-2,270
| -1% | -$65.3K | 0.57% | 49 |
|
|
2019
Q1 | $5.96M | Buy |
+198,200
| New | +$5.96M | 0.65% | 43 |
|
|
2018
Q4 | – | Sell |
-67,890
| Closed | -$1.68M | – | 423 |
|
|
2018
Q3 | $1.68M | Sell |
67,890
-10,400
| -13% | -$257K | 0.17% | 167 |
|
|
2018
Q2 | $1.9M | Sell |
78,290
-29,360
| -27% | -$713K | 0.2% | 152 |
|
|
2018
Q1 | $2.54M | Buy |
+107,650
| New | +$2.54M | 0.28% | 112 |
|
|
2017
Q4 | – | Sell |
-56,470
| Closed | -$1.32M | – | 432 |
|
|
2017
Q3 | $1.32M | Hold |
56,470
| – | – | 0.17% | 168 |
|
|
2017
Q2 | $1.32M | Buy |
56,470
+19,970
| +55% | +$465K | 0.17% | 169 |
|
|
2017
Q1 | $799K | Buy |
36,500
+12,000
| +49% | +$263K | 0.12% | 205 |
|
|
2016
Q4 | $433K | Sell |
24,500
-23,500
| -49% | -$415K | 0.07% | 272 |
|
|
2016
Q3 | $828K | Buy |
+48,000
| New | +$828K | 0.14% | 177 |
|