CSat Investment Advisory’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-891
| Closed | -$40K | – | 585 |
|
|
2020
Q3 | $40K | Buy |
891
+73
| +9% | +$3.28K | ﹤0.01% | 694 |
|
|
2020
Q2 | $33K | Sell |
818
-3
| -0.4% | -$121 | ﹤0.01% | 731 |
|
|
2020
Q1 | $30K | Buy |
821
+130
| +19% | +$4.75K | 0.01% | 652 |
|
|
2019
Q4 | $27K | Buy |
691
+86
| +14% | +$3.36K | 0.01% | 709 |
|
|
2019
Q3 | $22K | Buy |
605
+86
| +17% | +$3.13K | 0.01% | 681 |
|
|
2019
Q2 | $17K | Buy |
+519
| New | +$17K | 0.01% | 720 |
|