Wealthstreet Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $12K | Hold |
190
| – | – | 0.32% | 51 |
|
|
2021
Q4 | $13K | Hold |
190
| – | – | 0.32% | 51 |
|
|
2021
Q3 | $9K | Hold |
190
| – | – | 0.25% | 54 |
|
|
2021
Q2 | $9K | Sell |
190
-7,170
| -97% | -$340K | 0.05% | 80 |
|
|
2021
Q1 | $341K | Sell |
7,360
-300
| -4% | -$13.9K | 0.03% | 300 |
|
|
2020
Q4 | $335K | Hold |
7,660
| – | – | 0.03% | 288 |
|
|
2020
Q3 | $279K | Hold |
7,660
| – | – | 0.03% | 284 |
|
|
2020
Q2 | $242K | Buy |
+7,660
| New | +$242K | 0.03% | 296 |
|
|
2018
Q1 | – | Sell |
-25,200
| Closed | -$647K | – | 341 |
|
|
2017
Q4 | $647K | Buy |
+25,200
| New | +$647K | 0.08% | 199 |
|