CIM
Contravisory Investment Management’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,883
| Closed | -$506K | – | 328 |
|
|
2022
Q4 | $506K | Buy |
8,883
+1,010
| +13% | +$57.5K | 0.14% | 90 |
|
|
2022
Q3 | $476K | Hold |
7,873
| – | – | 0.16% | 72 |
|
|
2022
Q2 | $459K | Buy |
7,873
+1,139
| +17% | +$66.4K | 0.15% | 75 |
|
|
2022
Q1 | $487K | Buy |
+6,734
| New | +$487K | 0.14% | 87 |
|