VWM
AVGOP
Valley Wealth Managers’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,074
| Closed | -$1.51M | – | 516 |
|
|
2022
Q3 | $1.51M | Sell |
1,074
-396
| -27% | -$557K | 0.15% | 100 |
|
|
2022
Q2 | $2.21M | Sell |
1,470
-36
| -2% | -$54.1K | 0.21% | 93 |
|
|
2022
Q1 | $2.96M | Sell |
1,506
-132
| -8% | -$259K | 0.25% | 93 |
|
|
2021
Q4 | $3.4M | Sell |
1,638
-90
| -5% | -$187K | 0.27% | 86 |
|
|
2021
Q3 | $2.65M | Sell |
1,728
-43
| -2% | -$65.9K | 0.23% | 93 |
|
|
2021
Q2 | $2.69M | Buy |
1,771
+48
| +3% | +$72.9K | 0.23% | 91 |
|
|
2021
Q1 | $2.54M | Buy |
1,723
+117
| +7% | +$173K | 0.23% | 90 |
|
|
2020
Q4 | $2.28M | Buy |
1,606
+35
| +2% | +$49.8K | 0.22% | 91 |
|
|
2020
Q3 | $1.96M | Sell |
1,571
-499
| -24% | -$622K | 0.22% | 87 |
|
|
2020
Q2 | $2.31M | Sell |
2,070
-14
| -0.7% | -$15.6K | 0.26% | 81 |
|
|
2020
Q1 | $1.95M | Buy |
2,084
+561
| +37% | +$524K | 0.25% | 79 |
|
|
2019
Q4 | $1.79M | Buy |
1,523
+288
| +23% | +$339K | 0.18% | 90 |
|
|
2019
Q3 | $1.27M | Buy |
+1,235
| New | +$1.27M | 0.13% | 98 |
|