Number of Shares
5,885.00
Current Holdings Value*
$1.02 Mil
% of Portfolio
1.68%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
91.63%

Series A (StylePlus-Large Core Series)'s Broadcom Inc Holding Summary

As of 2024-09-30, Series A (StylePlus-Large Core Series) held 5,885.00 shares of Broadcom Inc(AVGO), totaling $1.02 Mil. This investment constitutes 1.68% of their stock portfolio, and Series A (StylePlus-Large Core Series) now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2021Q4. And since then Series A (StylePlus-Large Core Series) has made 4 purchases of AVGO, at an average price of $78.55, for a total of 15,780.00 shares. In addition, there have been 8 sales at an average price of $89.12 for 9,895.00 shares. Based on historical transaction data and AVGO's current price of $253.77, Series A (StylePlus-Large Core Series)'s estimated gain on his AVGO holdings is $1.14 Mil, reflecting a 91.63% gain to date.

Series A (StylePlus-Large Core Series) AVGO ($253.77) Holding Chart

Series A (StylePlus-Large Core Series) AVGO ($253.77) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1