WCA
Windsor Creek Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $825K | Sell |
1,500
-1,800
| -55% | -$990K | 0.25% | 63 |
|
|
2021
Q3 | $1.6M | Sell |
3,300
-580
| -15% | -$281K | 0.46% | 54 |
|
|
2021
Q2 | $1.85M | Buy |
3,880
+500
| +15% | +$238K | 0.48% | 48 |
|
|
2021
Q1 | $1.57M | Sell |
3,380
-1,420
| -30% | -$658K | 0.41% | 51 |
|
|
2020
Q4 | $2.1M | Sell |
4,800
-1,000
| -17% | -$438K | 0.53% | 35 |
|
|
2020
Q3 | $2.11M | Sell |
5,800
-6,561
| -53% | -$2.39M | 0.6% | 38 |
|
|
2020
Q2 | $3.9M | Hold |
12,361
| – | – | 1.29% | 11 |
|
|
2020
Q1 | $2.93M | Buy |
12,361
+800
| +7% | +$190K | 1.04% | 15 |
|
|
2019
Q4 | $3.65K | Buy |
11,561
+500
| +5% | +$158 | 0.97% | 15 |
|
|
2019
Q3 | $3.05M | Buy |
11,061
+3,661
| +49% | +$1.01M | 0.75% | 17 |
|
|
2019
Q2 | $2.13M | Buy |
7,400
+4,900
| +196% | +$1.41M | 0.58% | 25 |
|
|
2019
Q1 | $750K | Sell |
2,500
-9,300
| -79% | -$2.79M | 0.2% | 65 |
|
|
2018
Q4 | $3M | Buy |
+11,800
| New | +$3M | 0.95% | 16 |
|