WealthTrust Fairport’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $22K | Buy |
730
+520
| +248% | +$15.7K | ﹤0.01% | 289 |
|
|
2018
Q4 | $5K | Hold |
210
| – | – | ﹤0.01% | 355 |
|
|
2018
Q3 | $5K | Hold |
210
| – | – | ﹤0.01% | 432 |
|
|
2018
Q2 | $5K | Sell |
210
-100
| -32% | -$2.38K | ﹤0.01% | 424 |
|
|
2018
Q1 | $7K | Buy |
+310
| New | +$7K | ﹤0.01% | 404 |
|
|
2015
Q1 | – | Sell |
-130
| Closed | -$1K | – | 155 |
|
|
2014
Q4 | $1K | Hold |
130
| – | – | ﹤0.01% | 427 |
|
|
2014
Q3 | $1K | Hold |
130
| – | – | ﹤0.01% | 335 |
|
|
2014
Q2 | $1K | Hold |
130
| – | – | ﹤0.01% | 317 |
|
|
2014
Q1 | $1K | Buy |
+130
| New | +$1K | ﹤0.01% | 264 |
|