YorkBridge Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.22M | Buy |
21,890
+380
| +2% | +$21.2K | 0.31% | 78 |
|
|
2022
Q3 | $955K | Buy |
21,510
+1,820
| +9% | +$80.8K | 0.25% | 85 |
|
|
2022
Q2 | $957K | Buy |
19,690
+1,180
| +6% | +$57.4K | 0.25% | 82 |
|
|
2022
Q1 | $1.17M | Sell |
18,510
-1,840
| -9% | -$116K | 0.26% | 82 |
|
|
2021
Q4 | $1.35M | Sell |
20,350
-720
| -3% | -$47.9K | 0.3% | 72 |
|
|
2021
Q3 | $1.02M | Buy |
21,070
+1,920
| +10% | +$93.1K | 0.26% | 79 |
|
|
2021
Q2 | $913K | Buy |
19,150
+2,180
| +13% | +$104K | 0.24% | 82 |
|
|
2021
Q1 | $787K | Buy |
16,970
+2,150
| +15% | +$99.7K | 0.23% | 81 |
|
|
2020
Q4 | $649K | Buy |
14,820
+4,390
| +42% | +$192K | 0.22% | 90 |
|
|
2020
Q3 | $380K | Buy |
10,430
+1,560
| +18% | +$56.8K | 0.16% | 112 |
|
|
2020
Q2 | $280K | Buy |
+8,870
| New | +$280K | 0.13% | 138 |
|
|
2019
Q3 | – | Sell |
-2,740
| Closed | -$79K | – | 201 |
|
|
2019
Q2 | $79K | Buy |
2,740
+1,000
| +57% | +$28.8K | 0.04% | 322 |
|
|
2019
Q1 | $52K | Sell |
1,740
-40
| -2% | -$1.2K | 0.02% | 356 |
|
|
2018
Q4 | $45K | Buy |
1,780
+30
| +2% | +$758 | 0.02% | 340 |
|
|
2018
Q3 | $44K | Sell |
1,750
-37,790
| -96% | -$950K | 0.02% | 369 |
|
|
2018
Q2 | $959K | Sell |
39,540
-170
| -0.4% | -$4.12K | 0.42% | 64 |
|
|
2018
Q1 | $951K | Buy |
39,710
+570
| +1% | +$13.7K | 0.44% | 63 |
|
|
2017
Q4 | $893K | Buy |
39,140
+2,120
| +6% | +$48.4K | 0.43% | 62 |
|
|
2017
Q3 | $898K | Sell |
37,020
-960
| -3% | -$23.3K | 0.47% | 59 |
|
|
2017
Q2 | $873K | Sell |
37,980
-5,150
| -12% | -$118K | 0.46% | 57 |
|
|
2017
Q1 | $972K | Sell |
43,130
-1,690
| -4% | -$38.1K | 0.51% | 54 |
|
|
2016
Q4 | $792K | Buy |
+44,820
| New | +$792K | 0.47% | 59 |
|