Wellesley Investment Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $614K | Sell |
16,870
-2,700
| -14% | -$98.3K | 0.21% | 49 |
|
|
2020
Q2 | $617K | Sell |
19,570
-2,350
| -11% | -$74.1K | 0.22% | 49 |
|
|
2020
Q1 | $519K | Sell |
21,920
-3,030
| -12% | -$71.7K | 0.21% | 55 |
|
|
2019
Q4 | $788K | Sell |
24,950
-8,090
| -24% | -$256K | 0.24% | 55 |
|
|
2019
Q3 | $912K | Buy |
33,040
+840
| +3% | +$23.2K | 0.3% | 42 |
|
|
2019
Q2 | $926K | Sell |
32,200
-6,780
| -17% | -$195K | 0.32% | 37 |
|
|
2019
Q1 | $1.17M | Sell |
38,980
-620
| -2% | -$18.6K | 0.4% | 32 |
|
|
2018
Q4 | $1.01M | Buy |
39,600
+3,370
| +9% | +$85.6K | 0.36% | 44 |
|
|
2018
Q3 | $893K | Buy |
36,230
+27,070
| +296% | +$667K | 0.29% | 60 |
|
|
2018
Q2 | $222K | Buy |
+9,160
| New | +$222K | 0.08% | 125 |
|