Capitolis Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-91,863
| Closed | -$6.46M | – | 195 |
|
|
2021
Q4 | $6.46M | Hold |
91,863
| – | – | 0.04% | 290 |
|
|
2021
Q3 | $5.88M | Hold |
91,863
| – | – | 0.05% | 220 |
|
|
2021
Q2 | $4.88M | Sell |
91,863
-47,037
| -34% | -$2.5M | 0.06% | 219 |
|
|
2021
Q1 | $6.35M | Buy |
138,900
+82,155
| +145% | +$3.76M | 0.11% | 157 |
|
|
2020
Q4 | $2.69M | Buy |
+56,745
| New | +$2.69M | 0.05% | 276 |
|