DC Investments Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-14,601
| Closed | -$431K | – | 332 |
|
|
2019
Q1 | $431K | Hold |
14,601
| – | – | 0.27% | 170 |
|
|
2018
Q4 | $402K | Sell |
14,601
-5,361
| -27% | -$148K | 0.33% | 160 |
|
|
2018
Q3 | $590K | Sell |
19,962
-772
| -4% | -$22.8K | 0.4% | 68 |
|
|
2018
Q2 | $575K | Buy |
20,734
+6,066
| +41% | +$168K | 0.37% | 85 |
|
|
2018
Q1 | $373K | Sell |
14,668
-2,874
| -16% | -$73.1K | 0.25% | 138 |
|
|
2017
Q4 | $451K | Buy |
+17,542
| New | +$451K | 0.19% | 149 |
|