First Trust Direct Indexing’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,781
| Closed | -$806K | – | 125 |
|
|
2024
Q3 | $806K | Buy |
7,781
+976
| +14% | +$101K | 0.04% | 418 |
|
|
2024
Q2 | $608K | Buy |
6,805
+2,413
| +55% | +$216K | 0.04% | 451 |
|
|
2024
Q1 | $384K | Buy |
4,392
+543
| +14% | +$47.5K | 0.03% | 546 |
|
|
2023
Q4 | $274K | Buy |
3,849
+325
| +9% | +$23.1K | 0.02% | 611 |
|
|
2023
Q3 | $246K | Buy |
3,524
+425
| +14% | +$29.7K | 0.03% | 578 |
|
|
2023
Q2 | $213K | Buy |
+3,099
| New | +$213K | 0.02% | 642 |
|