Wealthfront’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.25M | Buy |
91,090
+8,670
| +11% | +$214K | 0.02% | 112 |
|
|
2018
Q2 | $2M | Sell |
82,420
-9,940
| -11% | -$241K | 0.02% | 127 |
|
|
2018
Q1 | $2.18M | Sell |
92,360
-13,940
| -13% | -$328K | 0.02% | 127 |
|
|
2017
Q4 | $2.73M | Buy |
106,300
+5,610
| +6% | +$144K | 0.03% | 87 |
|
|
2017
Q3 | $2.44M | Buy |
100,690
+8,020
| +9% | +$195K | 0.03% | 93 |
|
|
2017
Q2 | $2.16M | Buy |
92,670
+5,440
| +6% | +$127K | 0.03% | 90 |
|
|
2017
Q1 | $1.91M | Buy |
87,230
+11,380
| +15% | +$249K | 0.03% | 86 |
|
|
2016
Q4 | $1.34M | Buy |
75,850
+3,070
| +4% | +$54.3K | 0.03% | 92 |
|
|
2016
Q3 | $1.26M | Buy |
72,780
+3,100
| +4% | +$53.5K | 0.03% | 87 |
|
|
2016
Q2 | $1.08M | Buy |
69,680
+18,720
| +37% | +$291K | 0.03% | 91 |
|
|
2016
Q1 | $787K | Buy |
50,960
+3,240
| +7% | +$50K | 0.02% | 102 |
|
|
2015
Q4 | $693K | Buy |
47,720
+7,740
| +19% | +$112K | 0.02% | 108 |
|
|
2015
Q3 | $500K | Buy |
39,980
+8,180
| +26% | +$102K | 0.02% | 130 |
|
|
2015
Q2 | $423K | Buy |
31,800
+5,160
| +19% | +$68.6K | 0.02% | 132 |
|
|
2015
Q1 | $338K | Buy |
26,640
+3,420
| +15% | +$43.4K | 0.02% | 136 |
|
|
2014
Q4 | $234K | Buy |
23,220
+9,420
| +68% | +$94.9K | 0.01% | 176 |
|
|
2014
Q3 | $120K | Buy |
13,800
+8,170
| +145% | +$71K | 0.01% | 255 |
|
|
2014
Q2 | $42K | Buy |
+5,630
| New | +$42K | ﹤0.01% | 399 |
|