Altshuler Shaham’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,589
| Closed | -$187K | – | 457 |
|
|
2022
Q1 | $187K | Buy |
2,589
+2,478
| +2,232% | +$179K | ﹤0.01% | 210 |
|
|
2021
Q4 | $8K | Sell |
111
-985
| -90% | -$71K | ﹤0.01% | 453 |
|
|
2021
Q3 | $61K | Sell |
1,096
-235
| -18% | -$13.1K | ﹤0.01% | 374 |
|
|
2021
Q2 | $71K | Buy |
+1,331
| New | +$71K | ﹤0.01% | 355 |
|
|
2020
Q2 | – | Sell |
-11,061
| Closed | -$401K | – | 364 |
|
|
2020
Q1 | $401K | Buy |
+11,061
| New | +$401K | 0.02% | 102 |
|
|
2019
Q4 | – | Sell |
-6,757
| Closed | -$242K | – | 508 |
|
|
2019
Q3 | $242K | Buy |
6,757
+3,965
| +142% | +$142K | 0.01% | 107 |
|
|
2019
Q2 | $94K | Buy |
2,792
+1,315
| +89% | +$44.3K | ﹤0.01% | 143 |
|
|
2019
Q1 | $44K | Buy |
1,477
+480
| +48% | +$14.3K | ﹤0.01% | 139 |
|
|
2018
Q4 | $27K | Buy |
997
+190
| +24% | +$5.15K | ﹤0.01% | 127 |
|
|
2018
Q3 | $24K | Buy |
807
+677
| +521% | +$20.1K | ﹤0.01% | 151 |
|
|
2018
Q2 | $4K | Sell |
130
-520
| -80% | -$16K | ﹤0.01% | 173 |
|
|
2018
Q1 | $17K | Sell |
650
-88
| -12% | -$2.3K | ﹤0.01% | 150 |
|
|
2017
Q4 | $19K | Buy |
+738
| New | +$19K | ﹤0.01% | 108 |
|