Advance Capital I’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-16,200
| Closed | -$268K | – | 207 |
|
|
2015
Q1 | $268K | Buy |
+16,200
| New | +$268K | 0.17% | 163 |
|
|
2014
Q1 | – | Sell |
-15,000
| Closed | -$235K | – | 180 |
|
|
2013
Q4 | $235K | Sell |
15,000
-14,800
| -50% | -$232K | 0.11% | 269 |
|
|
2013
Q3 | $478K | Buy |
29,800
+6,800
| +30% | +$109K | 0.24% | 166 |
|
|
2013
Q2 | $371K | Buy |
+23,000
| New | +$371K | 0.18% | 228 |
|