Center for Financial Planning’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-308
| Closed | -$14K | – | 501 |
|
|
2021
Q1 | $14K | Hold |
308
| – | – | ﹤0.01% | 343 |
|
|
2020
Q4 | $15K | Hold |
308
| – | – | ﹤0.01% | 311 |
|
|
2020
Q3 | $14K | Hold |
308
| – | – | ﹤0.01% | 286 |
|
|
2020
Q2 | $13K | Sell |
308
-244
| -44% | -$10.3K | ﹤0.01% | 289 |
|
|
2020
Q1 | $20K | Buy |
552
+244
| +79% | +$8.84K | 0.01% | 255 |
|
|
2019
Q4 | $12K | Buy |
+308
| New | +$12K | ﹤0.01% | 294 |
|