FineMark National Bank & Trust’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-6,281
| Closed | -$256K | – | 388 |
|
2020
Q2 | $256K | Sell |
6,281
-136
| -2% | -$5.54K | 0.01% | 320 |
|
2020
Q1 | $232K | Hold |
6,417
| – | – | 0.01% | 303 |
|
2019
Q4 | $253K | Sell |
6,417
-16
| -0.2% | -$631 | 0.01% | 333 |
|
2019
Q3 | $232K | Buy |
6,433
+142
| +2% | +$5.12K | 0.01% | 332 |
|
2019
Q2 | $211K | Buy |
+6,291
| New | +$211K | 0.01% | 336 |
|
2015
Q3 | – | Sell |
-550
| Closed | -$9K | – | 1521 |
|
2015
Q2 | $9K | Buy |
+550
| New | +$9K | ﹤0.01% | 1014 |
|