Clarus Wealth Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,672
| Closed | -$56K | – | 195 |
|
|
2019
Q2 | $56K | Buy |
1,672
+5
| +0.3% | +$167 | 0.04% | 256 |
|
|
2019
Q1 | $49K | Buy |
1,667
+4
| +0.2% | +$118 | 0.04% | 294 |
|
|
2018
Q4 | $46K | Buy |
1,663
+5
| +0.3% | +$138 | 0.07% | 268 |
|
|
2018
Q3 | $49K | Buy |
1,658
+8
| +0.5% | +$236 | 0.03% | 300 |
|
|
2018
Q2 | $42K | Buy |
+1,650
| New | +$42K | 0.03% | 310 |
|