WFG Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $75K | Buy |
3,200
+700
| +28% | +$16.4K | 0.02% | 599 |
|
|
2017
Q1 | $55K | Sell |
2,500
-3,500
| -58% | -$77K | 0.01% | 633 |
|
|
2016
Q4 | $106K | Hold |
6,000
| – | – | 0.03% | 507 |
|
|
2016
Q3 | $104K | Hold |
6,000
| – | – | 0.03% | 507 |
|
|
2016
Q2 | $93K | Hold |
6,000
| – | – | 0.02% | 513 |
|
|
2016
Q1 | $93K | Buy |
+6,000
| New | +$93K | 0.03% | 486 |
|
|
2015
Q4 | – | Sell |
-6,000
| Closed | -$75K | – | 1561 |
|
|
2015
Q3 | $75K | Hold |
6,000
| – | – | 0.02% | 528 |
|
|
2015
Q2 | $80K | Hold |
6,000
| – | – | 0.02% | 594 |
|
|
2015
Q1 | $76K | Hold |
6,000
| – | – | 0.02% | 613 |
|
|
2014
Q4 | $60K | Buy |
+6,000
| New | +$60K | 0.01% | 810 |
|