Winfield Associates’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,750
| Closed | -$191K | – | 116 |
|
|
2018
Q3 | $191K | Sell |
7,750
-17,830
| -70% | -$439K | 0.09% | 120 |
|
|
2018
Q2 | $621K | Buy |
25,580
+1,000
| +4% | +$24.3K | 0.33% | 63 |
|
|
2018
Q1 | $579K | Sell |
24,580
-10,390
| -30% | -$245K | 0.31% | 73 |
|
|
2017
Q4 | $899K | Sell |
34,970
-650
| -2% | -$16.7K | 0.45% | 54 |
|
|
2017
Q3 | $864K | Buy |
35,620
+4,430
| +14% | +$107K | 0.45% | 54 |
|
|
2017
Q2 | $727K | Buy |
31,190
+17,040
| +120% | +$397K | 0.4% | 60 |
|
|
2017
Q1 | $310K | Buy |
14,150
+13,350
| +1,669% | +$292K | 0.18% | 99 |
|
|
2016
Q4 | $14K | Buy |
800
+50
| +7% | +$875 | 0.01% | 314 |
|
|
2016
Q3 | $13K | Hold |
750
| – | – | 0.01% | 307 |
|
|
2016
Q2 | $12K | Buy |
750
+150
| +25% | +$2.4K | 0.01% | 303 |
|
|
2016
Q1 | $9K | Buy |
+600
| New | +$9K | 0.01% | 322 |
|