Waverly Advisors’s BROADCOM CORP CL-A BRCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,730
| Closed | -$273K | – | 130 |
|
|
2015
Q4 | $273K | Buy |
4,730
+4,725
| +94,500% | +$273K | 0.12% | 100 |
|
|
2015
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 467 |
|
|
2015
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 431 |
|
|
2015
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 461 |
|
|
2014
Q4 | $0 | Sell |
5
-97
| -95% | – | ﹤0.01% | 757 |
|
|
2014
Q3 | $4K | Hold |
102
| – | – | ﹤0.01% | 682 |
|
|
2014
Q2 | $4K | Hold |
102
| – | – | ﹤0.01% | 653 |
|
|
2014
Q1 | $3K | Sell |
102
-2,600
| -96% | -$76.5K | ﹤0.01% | 644 |
|
|
2013
Q4 | $80K | Buy |
2,702
+97
| +4% | +$2.87K | 0.03% | 268 |
|
|
2013
Q3 | $68K | Buy |
+2,605
| New | +$68K | 0.03% | 199 |
|