Yorktown Management & Research Company’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,650
| Closed | -$376K | – | 225 |
|
|
2021
Q4 | $376K | Hold |
5,650
| – | – | 0.25% | 156 |
|
|
2021
Q3 | $274K | Hold |
5,650
| – | – | 0.21% | 195 |
|
|
2021
Q2 | $269K | Hold |
5,650
| – | – | 0.21% | 197 |
|
|
2021
Q1 | $262K | Sell |
5,650
-6,750
| -54% | -$313K | 0.22% | 168 |
|
|
2020
Q4 | $543K | Sell |
12,400
-10,000
| -45% | -$438K | 0.49% | 59 |
|
|
2020
Q3 | $816K | Buy |
22,400
+900
| +4% | +$32.8K | 0.76% | 18 |
|
|
2020
Q2 | $679K | Sell |
21,500
-23,500
| -52% | -$742K | 0.61% | 19 |
|
|
2020
Q1 | $1.07M | Sell |
45,000
-14,000
| -24% | -$332K | 1.08% | 4 |
|
|
2019
Q4 | $1.87M | Hold |
59,000
| – | – | 1% | 4 |
|
|
2019
Q3 | $1.63M | Hold |
59,000
| – | – | 0.88% | 5 |
|
|
2019
Q2 | $1.7M | Hold |
59,000
| – | – | 0.64% | 34 |
|
|
2019
Q1 | $1.77M | Buy |
59,000
+6,000
| +11% | +$180K | 0.57% | 38 |
|
|
2018
Q4 | $1.35M | Hold |
53,000
| – | – | 0.45% | 56 |
|
|
2018
Q3 | $1.31M | Buy |
53,000
+13,000
| +33% | +$321K | 0.38% | 70 |
|
|
2018
Q2 | $971K | Buy |
+40,000
| New | +$971K | 0.28% | 98 |
|
|
2018
Q1 | – | Sell |
-40,000
| Closed | -$1.03M | – | 374 |
|
|
2017
Q4 | $1.03M | Buy |
+40,000
| New | +$1.03M | 0.3% | 86 |
|
|
2017
Q3 | – | Sell |
-10,000
| Closed | -$233K | – | 374 |
|
|
2017
Q2 | $233K | Hold |
10,000
| – | – | 0.07% | 258 |
|
|
2017
Q1 | $219K | Buy |
+10,000
| New | +$219K | 0.06% | 303 |
|