WealthTrust-Arizona’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $43K | Buy |
+1,690
| New | +$43K | 0.03% | 167 |
|
|
2016
Q1 | – | Sell |
-1,090
| Closed | -$16K | – | 578 |
|
|
2015
Q4 | $16K | Sell |
1,090
-760
| -41% | -$11.2K | 0.01% | 295 |
|
|
2015
Q3 | $23K | Sell |
1,850
-10
| -0.5% | -$124 | 0.01% | 231 |
|
|
2015
Q2 | $25K | Sell |
1,860
-40
| -2% | -$538 | 0.02% | 241 |
|
|
2015
Q1 | $24K | Sell |
1,900
-400
| -17% | -$5.05K | 0.01% | 244 |
|
|
2014
Q4 | $23K | Sell |
2,300
-10
| -0.4% | -$100 | 0.02% | 246 |
|
|
2014
Q3 | $20K | Sell |
2,310
-120
| -5% | -$1.04K | 0.02% | 276 |
|
|
2014
Q2 | $18K | Hold |
2,430
| – | – | 0.02% | 299 |
|
|
2014
Q1 | $16K | Hold |
2,430
| – | – | 0.02% | 330 |
|
|
2013
Q4 | $13K | Hold |
2,430
| – | – | 0.02% | 354 |
|
|
2013
Q3 | $10K | Sell |
2,430
-50
| -2% | -$206 | 0.01% | 361 |
|
|
2013
Q2 | $9K | Buy |
+2,480
| New | +$9K | 0.01% | 352 |
|