Graves Light Lenhart Wealth’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-800
| Closed | -$47K | – | 224 |
|
|
2022
Q2 | $47K | Hold |
800
| – | – | 0.01% | 314 |
|
|
2022
Q1 | $58K | Sell |
800
-1,699
| -68% | -$123K | 0.01% | 337 |
|
|
2021
Q4 | $176K | Hold |
2,499
| – | – | 0.03% | 205 |
|
|
2021
Q3 | $139K | Hold |
2,499
| – | – | 0.02% | 222 |
|
|
2021
Q2 | $133K | Sell |
2,499
-396
| -14% | -$21.1K | 0.02% | 233 |
|
|
2021
Q1 | $132K | Hold |
2,895
| – | – | 0.02% | 229 |
|
|
2020
Q4 | $137K | Buy |
+2,895
| New | +$137K | 0.03% | 213 |
|