Destiny Wealth Partners’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5
| Closed | -$296 | – | 238 |
|
|
2022
Q4 | $296 | Hold |
5
| – | – | ﹤0.01% | 662 |
|
|
2022
Q3 | $0 | Sell |
5
-553
| -99% | – | ﹤0.01% | 577 |
|
|
2022
Q2 | $33K | Buy |
558
+285
| +104% | +$16.9K | 0.01% | 315 |
|
|
2022
Q1 | $20K | Hold |
273
| – | – | ﹤0.01% | 383 |
|
|
2021
Q4 | $19K | Hold |
273
| – | – | ﹤0.01% | 392 |
|
|
2021
Q3 | $15K | Buy |
+273
| New | +$15K | ﹤0.01% | 390 |
|
|
2021
Q2 | – | Sell |
-273
| Closed | -$12K | – | 222 |
|
|
2021
Q1 | $12K | Hold |
273
| – | – | ﹤0.01% | 392 |
|
|
2020
Q4 | $13K | Buy |
+273
| New | +$13K | ﹤0.01% | 389 |
|